WWM
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WJ Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WJ 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
2020
Q2 		– Sell
-12,996
Closed -$919K – 53
2020
Q1 		$919K Sell
12,996
-7,502
-37% -$645K 3.31% 9
2019
Q4 		$1.92M Buy
+20,498
New +$1.86M 4.84% 5

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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

WJ Wealth Management's VYM Position: Q2 2020 in Review

WJ Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2020, closing a stake of 12,996 shares — an estimated $919K sold.

WJ Wealth Management first reported a position in VYM in Q4 2019 and held it in 2 quarters. The position peaked at $1.92M in Q4 2019. 919 funds tracked by Wall St. Rank hold VYM as of Q2 2020.

  • WJ Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2020 after selling out during the quarter.
  • WJ Wealth Management sold 12,996 Vanguard High Dividend Yield ETF shares in Q2 2020, an estimated $919K.
  • WJ Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 2 quarters.
  • WJ Wealth Management's Vanguard High Dividend Yield ETF position peaked at $1.92M in Q4 2019.
  • 919 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2020.

Based on WJ Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.