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Capital Wealth Planning’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Capital Wealth Planning’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
Q3 		– Sell
-11,232
Closed -$689K – 296
2019
Q2 		$689K Buy
+11,232
New +$688K 0.05% 107

Other funds holding VYMI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Capital Wealth Planning's VYMI Position: Q3 2019 in Review

Capital Wealth Planning sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2019, closing a stake of 11,232 shares — an estimated $689K sold.

Capital Wealth Planning first reported a position in VYMI in Q2 2019 and held it in 1 quarter. The position peaked at $689K in Q2 2019. 112 funds tracked by Wall St. Rank hold VYMI as of Q3 2019.

  • Capital Wealth Planning reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2019 after selling out during the quarter.
  • Capital Wealth Planning sold 11,232 Vanguard International High Dividend Yield ETF shares in Q3 2019, an estimated $689K.
  • Capital Wealth Planning first reported a position in Vanguard International High Dividend Yield ETF in Q2 2019 and held it in 1 quarter.
  • Capital Wealth Planning's Vanguard International High Dividend Yield ETF position peaked at $689K in Q2 2019.
  • 112 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2019.

Based on Capital Wealth Planning's 13F filing for Q3 2019, filed 12 Nov 2019.