Wealth & Pension Services Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wealth & Pension Services Group’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
2019 Q3	$811K	Buy	9,140 +117	+1%	+$10.2K	0.59%	50
2019 Q2	$788K	Sell	9,023 -106	-1%	-$9.17K	0.57%	48
2019 Q1	$782K	Sell	9,129 -109	-1%	-$9.1K	0.61%	46
2018 Q4	$720K	Sell	9,238 -121	-1%	-$10.1K	0.65%	45
2018 Q3	$815K	Buy	+9,359	New	+$810K	0.82%	33

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth & Pension Services Group's VYM Position: Q3 2019 in Review

Wealth & Pension Services Group increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.3% in Q3 2019, buying an estimated $10.2K and bringing the position to 9,140 shares worth $811K. The position accounts for 0.59% of the portfolio, ranked #50.

Wealth & Pension Services Group first reported a position in VYM in Q3 2018 and has held it in 5 quarters since. The position peaked at $815K in Q3 2018. 859 funds tracked by Wall St. Rank hold VYM as of Q3 2019.

Wealth & Pension Services Group held 9,140 shares of Vanguard High Dividend Yield ETF worth $811K as of Q3 2019.
Wealth & Pension Services Group bought 117 Vanguard High Dividend Yield ETF shares in Q3 2019, an estimated $10.2K.
Vanguard High Dividend Yield ETF made up 0.59% of Wealth & Pension Services Group's portfolio in Q3 2019, its #50 holding.
Wealth & Pension Services Group first reported a position in Vanguard High Dividend Yield ETF in Q3 2018 and has held it in 5 quarters since.
Wealth & Pension Services Group's Vanguard High Dividend Yield ETF position peaked at $815K in Q3 2018.
859 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.