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

Beam Wealth 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
2021
Q3 		– Sell
-2,972
Closed -$202K – 152
2021
Q2 		$202K Buy
+2,972
New +$204K 0.17% 134

Other funds holding VYMI

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BOH
Bank of Hawaii Honolulu, Hawaii $1.91B AUM 22.08% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beam Wealth Advisors's VYMI Position: Q3 2021 in Review

Beam Wealth Advisors sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2021, closing a stake of 2,972 shares — an estimated $202K sold.

Beam Wealth Advisors first reported a position in VYMI in Q2 2021 and held it in 1 quarter. The position peaked at $202K in Q2 2021. 230 funds tracked by Wall St. Rank hold VYMI as of Q3 2021.

  • Beam Wealth Advisors reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 2,972 Vanguard International High Dividend Yield ETF shares in Q3 2021, an estimated $202K.
  • Beam Wealth Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q2 2021 and held it in 1 quarter.
  • Beam Wealth Advisors's Vanguard International High Dividend Yield ETF position peaked at $202K in Q2 2021.
  • 230 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2021.

Based on Beam Wealth Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.