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

Wheatland 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
2020 Q2	$1.14M	Buy	14,450 +100	+0.7%	+$7.77K	4.72%	2
2020 Q1	$1.01M	Buy	14,350 +1,300	+10%	+$112K	5.16%	3
2019 Q4	$1.22M	Buy	+13,050	New	+$1.18M	1.56%	20

Other funds holding VYM

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

SBSB

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

RJFSA

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

Wheatland Advisors's VYM Position: Q2 2020 in Review

Wheatland Advisors increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.7% in Q2 2020, buying an estimated $7.77K and bringing the position to 14,450 shares worth $1.14M. The position accounts for 4.72% of the portfolio, ranked #2.

Wheatland Advisors first reported a position in VYM in Q4 2019 and has held it in 3 quarters since. The position peaked at $1.22M in Q4 2019. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

Wheatland Advisors held 14,450 shares of Vanguard High Dividend Yield ETF worth $1.14M as of Q2 2020.
Wheatland Advisors bought 100 Vanguard High Dividend Yield ETF shares in Q2 2020, an estimated $7.77K.
Vanguard High Dividend Yield ETF made up 4.72% of Wheatland Advisors's portfolio in Q2 2020, its #2 holding.
Wheatland Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and has held it in 3 quarters since.
Wheatland Advisors's Vanguard High Dividend Yield ETF position peaked at $1.22M in Q4 2019.
919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.