WEPOG
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Wealth Enhancement & Preservation of GA’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wealth Enhancement & Preservation of GA’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
2020
Q1 		– Sell
-3,294
Closed -$308K – 61
2019
Q4 		$308K Buy
+3,294
New +$299K 0.16% 46

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's VYM Position: Q1 2020 in Review

Wealth Enhancement & Preservation of GA sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2020, closing a stake of 3,294 shares — an estimated $308K sold.

Wealth Enhancement & Preservation of GA first reported a position in VYM in Q4 2019 and held it in 1 quarter. The position peaked at $308K in Q4 2019. 924 funds tracked by Wall St. Rank hold VYM as of Q1 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 3,294 Vanguard High Dividend Yield ETF shares in Q1 2020, an estimated $308K.
  • Wealth Enhancement & Preservation of GA first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Vanguard High Dividend Yield ETF position peaked at $308K in Q4 2019.
  • 924 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2020, filed 27 Apr 2020.