Apriem Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Apriem Advisors’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
2018 Q4	–	Sell	-15,900	Closed	-$999K	–	144
2018 Q3	$999K	Sell	15,900 -110,095	-87%	-$6.92M	0.22%	58
2018 Q2	$7.84M	Buy	125,995 +10,335	+9%	+$677K	1.76%	10
2018 Q1	$7.69M	Buy	115,660 +20,700	+22%	+$1.41M	1.88%	12
2017 Q4	$6.36M	Buy	94,960 +6,010	+7%	+$397K	1.58%	17
2017 Q3	$5.84M	Buy	88,950 +31,830	+56%	+$2.06M	1.45%	18
2017 Q2	$3.57M	Buy	57,120 +22,795	+66%	+$1.42M	0.95%	32
2017 Q1	$2.08M	Buy	34,325 +4,375	+15%	+$260K	0.56%	39
2016 Q4	$1.7M	Buy	29,950 +3,350	+13%	+$187K	0.5%	41
2016 Q3	$1.5M	Buy	+26,600	New	+$1.48M	0.45%	44

Other funds holding VYMI

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

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LIA

LS Investment Advisors Bloomfield Hills, Michigan $738M AUM 29.35% 1-Year Est. Return

Apriem Advisors's VYMI Position: Q4 2018 in Review

Apriem Advisors sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q4 2018, closing a stake of 15,900 shares — an estimated $999K sold.

Apriem Advisors first reported a position in VYMI in Q3 2016 and held it in 9 quarters. The position peaked at $7.84M in Q2 2018. 91 funds tracked by Wall St. Rank hold VYMI as of Q4 2018.

Apriem Advisors reported no remaining Vanguard International High Dividend Yield ETF position as of Q4 2018 after selling out during the quarter.
Apriem Advisors sold 15,900 Vanguard International High Dividend Yield ETF shares in Q4 2018, an estimated $999K.
Apriem Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q3 2016 and held it in 9 quarters.
Apriem Advisors's Vanguard International High Dividend Yield ETF position peaked at $7.84M in Q2 2018.
91 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2018.

Based on Apriem Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.