Baldrige Asset Management’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Baldrige Asset 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 Q1	$6K	Buy	+95	New	+$5.93K	﹤0.01%	285
2022 Q1	–	Sell	-351	Closed	-$24K	–	344
2021 Q4	$24K	Hold	351	–	–	0.01%	222
2021 Q3	$23K	Hold	351	–	–	0.01%	225
2021 Q2	$24K	Buy	+351	New	+$24.1K	0.01%	225

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

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

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

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

Swiss Re Zurich, Switzerland $16.4M AUM

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

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

Baldrige Asset Management's VYMI Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in Vanguard International High Dividend Yield ETF (VYMI) in Q1 2023: 95 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Baldrige Asset Management previously reported a position in VYMI as recently as Q4 2021.

Baldrige Asset Management first reported a position in VYMI in Q2 2021 and has held it in 4 quarters since. The position peaked at $24K in Q4 2021. 416 funds tracked by Wall St. Rank hold VYMI as of Q1 2023.

Baldrige Asset Management held 95 shares of Vanguard International High Dividend Yield ETF worth $6K as of Q1 2023.
Vanguard International High Dividend Yield ETF was a new Baldrige Asset Management position in Q1 2023.
Vanguard International High Dividend Yield ETF made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #285 holding.
Baldrige Asset Management first reported a position in Vanguard International High Dividend Yield ETF in Q2 2021 and has held it in 4 quarters since.
Baldrige Asset Management's Vanguard International High Dividend Yield ETF position peaked at $24K in Q4 2021.
416 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.