WFG Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WFG Advisors’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	$35K	Buy	442 +77	+21%	+$6K	0.01%	797
2017 Q1	$28K	Sell	365 -462	-56%	-$35.7K	0.01%	813
2016 Q4	$63K	Hold	827	–	–	0.02%	665
2016 Q3	$60K	Hold	827	–	–	0.01%	658
2016 Q2	$59K	Hold	827	–	–	0.02%	648
2016 Q1	$57K	Sell	827 -1,354	-62%	-$88.7K	0.02%	632
2015 Q4	$146K	Sell	2,181 -990	-31%	-$66.4K	0.04%	371
2015 Q3	$199K	Buy	3,171 +100	+3%	+$6.58K	0.06%	293
2015 Q2	$207K	Buy	3,071 +66	+2%	+$4.58K	0.06%	342
2015 Q1	$205K	Buy	3,005 +253	+9%	+$17.4K	0.06%	348
2014 Q4	$189K	Sell	2,752 -365	-12%	-$24.8K	0.04%	443
2014 Q3	$207K	Buy	3,117 +2,806	+902%	+$187K	0.04%	439
2014 Q2	$21K	Buy	311 +100	+47%	+$6.46K	﹤0.01%	1262
2014 Q1	$13K	Buy	+211	New	+$13K	﹤0.01%	1400
2013 Q3	–	Sell	-177	Closed	-$10K	–	2264
2013 Q2	$10K	Buy	+177	New	+$10K	﹤0.01%	1461

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WFG Advisors's VYM Position: Q2 2017 in Review

WFG Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 21% in Q2 2017, buying an estimated $6K and bringing the position to 442 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #797.

WFG Advisors first reported a position in VYM in Q2 2013 and has held it in 15 quarters since. The position peaked at $207K in Q2 2015. 583 funds tracked by Wall St. Rank hold VYM as of Q2 2017.

WFG Advisors held 442 shares of Vanguard High Dividend Yield ETF worth $35K as of Q2 2017.
WFG Advisors bought 77 Vanguard High Dividend Yield ETF shares in Q2 2017, an estimated $6K.
Vanguard High Dividend Yield ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #797 holding.
WFG Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2013 and has held it in 15 quarters since.
WFG Advisors's Vanguard High Dividend Yield ETF position peaked at $207K in Q2 2015.
583 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.