Accel Wealth Management’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Accel Wealth Management’s Portfolio VYMI Stock Details VYMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-945	Closed	-$58.5K	–	862
2023 Q1	$58.5K	Buy	945 +1	+0.1%	+$62	0.02%	442
2022 Q4	$56.2K	Buy	944 +176	+23%	+$10.1K	0.03%	334
2022 Q3	$42K	Hold	768	–	–	0.02%	408
2022 Q2	$43K	Hold	768	–	–	0.02%	381
2022 Q1	$52K	Hold	768	–	–	0.03%	375
2021 Q4	$52K	Hold	768	–	–	0.03%	377
2021 Q3	$51K	Hold	768	–	–	0.03%	322
2021 Q2	$52K	Hold	768	–	–	0.03%	333
2021 Q1	$50K	Hold	768	–	–	0.04%	319
2020 Q4	$47K	Buy	+768	New	+$43.5K	0.04%	308

Other funds holding VYMI

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accel Wealth Management's VYMI Position: Q2 2023 in Review

Accel Wealth Management sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q2 2023, closing a stake of 945 shares — an estimated $58.5K sold.

Accel Wealth Management first reported a position in VYMI in Q4 2020 and held it in 10 quarters. The position peaked at $58.5K in Q1 2023. 444 funds tracked by Wall St. Rank hold VYMI as of Q2 2023.

Accel Wealth Management reported no remaining Vanguard International High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 945 Vanguard International High Dividend Yield ETF shares in Q2 2023, an estimated $58.5K.
Accel Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Vanguard International High Dividend Yield ETF position peaked at $58.5K in Q1 2023.
444 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.