Wooster Corthell Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Wooster Corthell 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 Q1	–	Sell	-2,987	Closed	-$280K	–	55
2019 Q4	$280K	Hold	2,987	–	–	0.12%	37
2019 Q3	$265K	Hold	2,987	–	–	0.12%	35
2019 Q2	$261K	Hold	2,987	–	–	0.12%	36
2019 Q1	$256K	Buy	2,987 +12	+0.4%	+$1K	0.12%	36
2018 Q4	$232K	Hold	2,975	–	–	0.13%	33
2018 Q3	$259K	Sell	2,975 -14	-0.5%	-$1.21K	0.13%	29
2018 Q2	$248K	Buy	2,989 +15	+0.5%	+$1.26K	0.13%	30
2018 Q1	$245K	Sell	2,974 -598	-17%	-$51.4K	0.13%	31
2017 Q4	$306K	Buy	3,572 +471	+15%	+$39.4K	0.16%	31
2017 Q3	$251K	Hold	3,101	–	–	0.14%	31
2017 Q2	$242K	Hold	3,101	–	–	0.14%	30
2017 Q1	$241K	Buy	+3,101	New	+$239K	0.15%	26

Other funds holding VYM

Bank of America

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

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

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return