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

WealthOne’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
-2,836
Closed -$266K – 102
2019
Q4 		$266K Buy
2,836
+18
+0.6% +$1.63K 0.17% 75
2019
Q3 		$250K Sell
2,818
-1,706
-38% -$149K 0.18% 73
2019
Q2 		$395K Buy
4,524
+2,178
+93% +$188K 0.28% 58
2019
Q1 		$201K Sell
2,346
-1,743
-43% -$146K 0.23% 76
2018
Q4 		$319K Buy
+4,089
New +$341K 0.28% 51

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $495B AUM 43.24% 1-Year Est. Return

WealthOne's VYM Position: Q1 2020 in Review

WealthOne sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2020, closing a stake of 2,836 shares — an estimated $266K sold.

WealthOne first reported a position in VYM in Q4 2018 and held it in 5 quarters. The position peaked at $395K in Q2 2019. 923 funds tracked by Wall St. Rank hold VYM as of Q1 2020.

  • WealthOne reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2020 after selling out during the quarter.
  • WealthOne sold 2,836 Vanguard High Dividend Yield ETF shares in Q1 2020, an estimated $266K.
  • WealthOne first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and held it in 5 quarters.
  • WealthOne's Vanguard High Dividend Yield ETF position peaked at $395K in Q2 2019.
  • 923 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2020.

Based on WealthOne's 13F filing for Q1 2020, filed 16 Apr 2020.