Wealthcare Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wealthcare Capital Management’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
2021 Q2	–	Sell	-499	Closed	-$50K	–	658
2021 Q1	$50K	Buy	+499	New	+$48.1K	0.01%	137
2020 Q2	–	Sell	-546	Closed	-$39K	–	245
2020 Q1	$39K	Buy	546 +58	+12%	+$4.98K	0.01%	102
2019 Q4	$46K	Hold	488	–	–	0.01%	113
2019 Q3	$43K	Hold	488	–	–	0.01%	104
2019 Q2	$43K	Sell	488 -88	-15%	-$7.61K	0.01%	101
2019 Q1	$49K	Hold	576	–	–	0.01%	98
2018 Q4	$45K	Hold	576	–	–	0.01%	97
2018 Q3	$50K	Hold	576	–	–	0.01%	89
2018 Q2	$48K	Hold	576	–	–	0.01%	87
2018 Q1	$48K	Hold	576	–	–	0.01%	83
2017 Q4	$49K	Hold	576	–	–	0.01%	87
2017 Q3	$47K	Buy	+576	New	+$45.7K	0.01%	83
2015 Q4	–	Sell	-1,543	Closed	-$97K	–	262
2015 Q3	$97K	Hold	1,543	–	–	0.01%	67
2015 Q2	$104K	Sell	1,543 -2,019	-57%	-$140K	0.01%	69
2015 Q1	$243K	Buy	3,562 +2,019	+131%	+$139K	0.03%	93
2014 Q4	$106K	Hold	1,543	–	–	0.01%	56
2014 Q3	$102K	Hold	1,543	–	–	0.01%	60
2014 Q2	$102K	Hold	1,543	–	–	0.02%	59
2014 Q1	$97K	Hold	1,543	–	–	0.02%	58
2013 Q4	$96K	Hold	1,543	–	–	0.02%	33
2013 Q3	$89K	Hold	1,543	–	–	0.02%	31
2013 Q2	$87K	Buy	+1,543	New	+$87.3K	0.02%	32

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

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

RJA

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthcare Capital Management's VYM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2021, closing a stake of 499 shares — an estimated $50K sold.

Wealthcare Capital Management first reported a position in VYM in Q2 2013 and held it in 22 quarters. The position peaked at $243K in Q1 2015. 1,129 funds tracked by Wall St. Rank hold VYM as of Q2 2021.

Wealthcare Capital Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 499 Vanguard High Dividend Yield ETF shares in Q2 2021, an estimated $50K.
Wealthcare Capital Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and held it in 22 quarters.
Wealthcare Capital Management's Vanguard High Dividend Yield ETF position peaked at $243K in Q1 2015.
1,129 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.