WWMSC
VYM icon

Wagner Wealth Management (South Carolina)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$9K – 715
2022
Q3 		$9K Hold
100
– – 0.01% 443
2022
Q2 		$10K Buy
+100
New +$10.8K 0.01% 444
2022
Q1 		– Sell
-182
Closed -$20K – 651
2021
Q4 		$20K Hold
182
– – 0.02% 400
2021
Q3 		$20K Buy
182
+100
+122% +$10.6K 0.02% 372
2021
Q2 		$9K Hold
82
– – 0.01% 507
2021
Q1 		$8K Buy
+82
New +$7.91K 0.01% 492
2018
Q3 		$3.37M Sell
38,705
-17,268
-31% -$1.49M 2.25% 7
2018
Q2 		$4.65M Sell
55,973
-354
-0.6% -$29.6K 3.35% 3
2018
Q1 		$4.65M Buy
56,327
+8,295
+17% +$713K 3.54% 2
2017
Q4 		$4.21M Buy
+48,032
New +$4.02M 3.15% 2

Other funds holding VYM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return