W
VYM icon

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

WealthShield’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
2017
Q4 		$363K Buy
+4,226
New +$353K 0.22% 83

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WealthShield's VYM Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q4 2017: 4,226 shares worth $363K. The stake represents 0.22% of the portfolio and ranks #83 among its holdings.

691 funds tracked by Wall St. Rank hold VYM as of Q4 2017.

  • WealthShield held 4,226 shares of Vanguard High Dividend Yield ETF worth $363K as of Q4 2017.
  • Vanguard High Dividend Yield ETF was a new WealthShield position in Q4 2017.
  • Vanguard High Dividend Yield ETF made up 0.22% of WealthShield's portfolio in Q4 2017, its #83 holding.
  • 691 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.