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

WealthStone’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 Q1	$757K	Buy	7,494 +1,712	+30%	+$165K	0.26%	61
2020 Q4	$529K	Sell	5,782 -2,645	-31%	-$230K	0.19%	79
2020 Q3	$682K	Sell	8,427 -23,306	-73%	-$1.91M	0.31%	51
2020 Q2	$2.5M	Buy	31,733 +904	+3%	+$70.3K	1.19%	13
2020 Q1	$2.18M	Sell	30,829 -4,144	-12%	-$356K	2.19%	9
2019 Q4	$3.28M	Sell	34,973 -2,759	-7%	-$250K	1.94%	11
2019 Q3	$3.35M	Buy	+37,732	New	+$3.3M	1.78%	13
2019 Q2	–	Hold	0	–	–	–	12

Other funds holding VYM

USAA

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

RJFSA

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

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

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

WealthStone's VYM Position: Q1 2021 in Review

WealthStone increased its Vanguard High Dividend Yield ETF (VYM) stake by 30% in Q1 2021, buying an estimated $165K and bringing the position to 7,494 shares worth $757K. The position accounts for 0.26% of the portfolio, ranked #61.

WealthStone first reported a position in VYM in Q3 2019 and has held it in 7 quarters since. The position peaked at $3.35M in Q3 2019. 1,102 funds tracked by Wall St. Rank hold VYM as of Q1 2021.

WealthStone held 7,494 shares of Vanguard High Dividend Yield ETF worth $757K as of Q1 2021.
WealthStone bought 1,712 Vanguard High Dividend Yield ETF shares in Q1 2021, an estimated $165K.
Vanguard High Dividend Yield ETF made up 0.26% of WealthStone's portfolio in Q1 2021, its #61 holding.
WealthStone first reported a position in Vanguard High Dividend Yield ETF in Q3 2019 and has held it in 7 quarters since.
WealthStone's Vanguard High Dividend Yield ETF position peaked at $3.35M in Q3 2019.
1,102 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.