Asset Planning Services (Pennsylvania)’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-595	Closed	-$35K	–	253
2019 Q3	$35K	Sell	595 -655	-52%	-$38.9K	0.02%	149
2019 Q2	$77K	Buy	+1,250	New	+$76.6K	0.03%	110

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

CIA

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s VYMI Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q4 2019, closing a stake of 595 shares — an estimated $35K sold.

Asset Planning Services (Pennsylvania) first reported a position in VYMI in Q2 2019 and held it in 2 quarters. The position peaked at $77K in Q2 2019. 141 funds tracked by Wall St. Rank hold VYMI as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Vanguard International High Dividend Yield ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 595 Vanguard International High Dividend Yield ETF shares in Q4 2019, an estimated $35K.
Asset Planning Services (Pennsylvania) first reported a position in Vanguard International High Dividend Yield ETF in Q2 2019 and held it in 2 quarters.
Asset Planning Services (Pennsylvania)'s Vanguard International High Dividend Yield ETF position peaked at $77K in Q2 2019.
141 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.