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

WT 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
2022 Q1	–	Sell	-2,859	Closed	-$321K	–	129
2021 Q4	$321K	Hold	2,859	–	–	0.12%	102
2021 Q3	$295K	Buy	2,859 +235	+9%	+$24.8K	0.11%	104
2021 Q2	$275K	Buy	+2,624	New	+$276K	0.11%	110

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

RJA

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

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

RJFSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

WT Wealth Management's VYM Position: Q1 2022 in Review

WT Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2022, closing a stake of 2,859 shares — an estimated $321K sold.

WT Wealth Management first reported a position in VYM in Q2 2021 and held it in 3 quarters. The position peaked at $321K in Q4 2021. 1,342 funds tracked by Wall St. Rank hold VYM as of Q1 2022.

WT Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2022 after selling out during the quarter.
WT Wealth Management sold 2,859 Vanguard High Dividend Yield ETF shares in Q1 2022, an estimated $321K.
WT Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2021 and held it in 3 quarters.
WT Wealth Management's Vanguard High Dividend Yield ETF position peaked at $321K in Q4 2021.
1,342 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2022.

Based on WT Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.