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

Cedar 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
2024 Q1	–	Sell	-300	Closed	-$19.9K	–	358
2023 Q4	$19.9K	Sell	300 -1,100	-79%	-$69.2K	0.01%	192
2023 Q3	$86.6K	Hold	1,400	–	–	0.03%	134
2023 Q2	$88.5K	Sell	1,400 -300	-18%	-$19K	0.03%	133
2023 Q1	$105K	Hold	1,700	–	–	0.04%	121
2022 Q4	$101K	Hold	1,700	–	–	0.05%	111
2022 Q3	$88K	Hold	1,700	–	–	0.04%	129
2022 Q2	$100K	Sell	1,700 -300	-15%	-$19.2K	0.05%	135
2022 Q1	$135K	Hold	2,000	–	–	0.05%	134
2021 Q4	$134K	Sell	2,000 -50	-2%	-$3.36K	0.05%	141
2021 Q3	$135K	Hold	2,050	–	–	0.06%	124
2021 Q2	$139K	Hold	2,050	–	–	0.06%	123
2021 Q1	$134K	Buy	2,050 +100	+5%	+$6.43K	0.07%	112
2020 Q4	$119K	Hold	1,950	–	–	0.06%	105
2020 Q3	$102K	Sell	1,950 -500	-20%	-$26.8K	0.06%	105
2020 Q2	$125K	Hold	2,450	–	–	0.08%	98
2020 Q1	$111K	Buy	+2,450	New	+$140K	0.08%	100

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Cedar Wealth Management's VYMI Position: Q1 2024 in Review

Cedar Wealth Management sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q1 2024, closing a stake of 300 shares — an estimated $19.9K sold.

Cedar Wealth Management first reported a position in VYMI in Q1 2020 and held it in 16 quarters. The position peaked at $139K in Q2 2021. 510 funds tracked by Wall St. Rank hold VYMI as of Q1 2024.

Cedar Wealth Management reported no remaining Vanguard International High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
Cedar Wealth Management sold 300 Vanguard International High Dividend Yield ETF shares in Q1 2024, an estimated $19.9K.
Cedar Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q1 2020 and held it in 16 quarters.
Cedar Wealth Management's Vanguard International High Dividend Yield ETF position peaked at $139K in Q2 2021.
510 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2024.

Based on Cedar Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.