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Center for Financial Planning’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Center for Financial 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
2022
Q4 		– Sell
-372
Closed -$19K – 669
2022
Q3 		$19K Hold
372
– – 0.01% 299
2022
Q2 		$22K Buy
+372
New +$23.8K 0.01% 287

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM

Center for Financial Planning's VYMI Position: Q4 2022 in Review

Center for Financial Planning sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q4 2022, closing a stake of 372 shares — an estimated $19K sold.

Center for Financial Planning first reported a position in VYMI in Q2 2022 and held it in 2 quarters. The position peaked at $22K in Q2 2022. 380 funds tracked by Wall St. Rank hold VYMI as of Q4 2022.

  • Center for Financial Planning reported no remaining Vanguard International High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 372 Vanguard International High Dividend Yield ETF shares in Q4 2022, an estimated $19K.
  • Center for Financial Planning first reported a position in Vanguard International High Dividend Yield ETF in Q2 2022 and held it in 2 quarters.
  • Center for Financial Planning's Vanguard International High Dividend Yield ETF position peaked at $22K in Q2 2022.
  • 380 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.