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VYM icon

Wealthfront’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wealthfront’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
2018
Q1 		– Sell
-2,840
Closed -$243K – 524
2017
Q4 		$243K Sell
2,840
-468
-14% -$39.1K ﹤0.01% 460
2017
Q3 		$268K Buy
+3,308
New +$263K ﹤0.01% 443
2015
Q4 		– Sell
-274
Closed -$17K – 1059
2015
Q3 		$17K Sell
274
-130
-32% -$8.56K ﹤0.01% 803
2015
Q2 		$27K Buy
404
+204
+102% +$14.2K ﹤0.01% 577
2015
Q1 		$14K Buy
+200
New +$13.7K ﹤0.01% 589

Other funds holding VYM

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
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return