WrapManager Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

WrapManager Inc’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
2018 Q1	–	Sell	-4,713	Closed	-$404K	–	292
2017 Q4	$404K	Sell	4,713 -31	-0.7%	-$2.59K	0.13%	161
2017 Q3	$385K	Sell	4,744 -947	-17%	-$75.2K	0.13%	163
2017 Q2	$445K	Sell	5,691 -134	-2%	-$10.4K	0.16%	142
2017 Q1	$452K	Sell	5,825 -38	-0.6%	-$2.93K	0.17%	125
2016 Q4	$444K	Buy	5,863 +1,642	+39%	+$121K	0.17%	124
2016 Q3	$305K	Sell	4,221 -1,354	-24%	-$98.4K	0.12%	169
2016 Q2	$398K	Sell	5,575 -10,088	-64%	-$705K	0.16%	126
2016 Q1	$1.08M	Buy	+15,663	New	+$1.03M	0.48%	53

Other funds holding VYM

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

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

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

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

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

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

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return