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

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-335	Closed	-$18K	–	135
2022 Q3	$18K	Hold	335	–	–	﹤0.01%	88
2022 Q2	$20K	Sell	335 -665	-67%	-$42.5K	﹤0.01%	87
2022 Q1	$68K	Hold	1,000	–	–	0.01%	45
2021 Q4	$67K	Hold	1,000	–	–	0.01%	50
2021 Q3	$66K	Sell	1,000 -479	-32%	-$32.4K	0.01%	50
2021 Q2	$101K	Buy	+1,479	New	+$101K	0.02%	47

Other funds holding VYMI

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

CSIA

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

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

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

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

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

Swiss Re Zurich, Switzerland $16.4M AUM

Advocacy Wealth Management Services's VYMI Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q4 2022, closing a stake of 335 shares — an estimated $18K sold.

Advocacy Wealth Management Services first reported a position in VYMI in Q2 2021 and held it in 6 quarters. The position peaked at $101K in Q2 2021. 380 funds tracked by Wall St. Rank hold VYMI as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Vanguard International High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 335 Vanguard International High Dividend Yield ETF shares in Q4 2022, an estimated $18K.
Advocacy Wealth Management Services first reported a position in Vanguard International High Dividend Yield ETF in Q2 2021 and held it in 6 quarters.
Advocacy Wealth Management Services's Vanguard International High Dividend Yield ETF position peaked at $101K in Q2 2021.
380 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.