WFWM
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Wechter Feldman Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wechter Feldman Wealth 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
2017
Q2 		– Sell
-114,555
Closed -$8.89M – 36
2017
Q1 		$8.89M Buy
114,555
+15,588
+16% +$1.2M 6.11% 8
2016
Q4 		$7.5M Buy
+98,967
New +$7.26M 4.91% 11

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wechter Feldman Wealth Management's VYM Position: Q2 2017 in Review

Wechter Feldman Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2017, closing a stake of 114,555 shares — an estimated $8.89M sold.

Wechter Feldman Wealth Management first reported a position in VYM in Q4 2016 and held it in 2 quarters. The position peaked at $8.89M in Q1 2017. 583 funds tracked by Wall St. Rank hold VYM as of Q2 2017.

  • Wechter Feldman Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2017 after selling out during the quarter.
  • Wechter Feldman Wealth Management sold 114,555 Vanguard High Dividend Yield ETF shares in Q2 2017, an estimated $8.89M.
  • Wechter Feldman Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2016 and held it in 2 quarters.
  • Wechter Feldman Wealth Management's Vanguard High Dividend Yield ETF position peaked at $8.89M in Q1 2017.
  • 583 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2017.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2017, filed 7 Aug 2017.