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	–	689
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	–	650
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VYM Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2022, closing a stake of 100 shares — an estimated $9K sold.

Wagner Wealth Management (South Carolina) first reported a position in VYM in Q4 2017 and held it in 10 quarters. The position peaked at $4.65M in Q2 2018. 1,469 funds tracked by Wall St. Rank hold VYM as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 100 Vanguard High Dividend Yield ETF shares in Q4 2022, an estimated $9K.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard High Dividend Yield ETF in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Vanguard High Dividend Yield ETF position peaked at $4.65M in Q2 2018.
1,469 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.