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

Baystate 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
Q4 		$67.4K Buy
+1,013
New +$63.7K ﹤0.01% 331

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Baystate Wealth Management's VYMI Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Vanguard International High Dividend Yield ETF (VYMI) in Q4 2023: 1,013 shares worth $67.4K. The stake represents ﹤0.01% of the portfolio and ranks #331 among its holdings.

505 funds tracked by Wall St. Rank hold VYMI as of Q4 2023.

  • Baystate Wealth Management held 1,013 shares of Vanguard International High Dividend Yield ETF worth $67.4K as of Q4 2023.
  • Vanguard International High Dividend Yield ETF was a new Baystate Wealth Management position in Q4 2023.
  • Vanguard International High Dividend Yield ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #331 holding.
  • 505 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.