Chicago Partners Investment Group’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Chicago Partners Investment Group’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
2020 Q3	–	Sell	-4,852	Closed	-$263K	–	425
2020 Q2	$263K	Buy	4,852 +220	+5%	+$10.7K	0.03%	315
2020 Q1	$218K	Sell	4,632 -300	-6%	-$17.1K	0.03%	312
2019 Q4	$316K	Buy	+4,932	New	+$305K	0.04%	278

Other funds holding VYMI

CSIA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

QWM

Quaker Wealth Management Moorestown, New Jersey $320M AUM 13.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Chicago Partners Investment Group's VYMI Position: Q3 2020 in Review

Chicago Partners Investment Group sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2020, closing a stake of 4,852 shares — an estimated $263K sold.

Chicago Partners Investment Group first reported a position in VYMI in Q4 2019 and held it in 3 quarters. The position peaked at $316K in Q4 2019. 140 funds tracked by Wall St. Rank hold VYMI as of Q3 2020.

Chicago Partners Investment Group reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2020 after selling out during the quarter.
Chicago Partners Investment Group sold 4,852 Vanguard International High Dividend Yield ETF shares in Q3 2020, an estimated $263K.
Chicago Partners Investment Group first reported a position in Vanguard International High Dividend Yield ETF in Q4 2019 and held it in 3 quarters.
Chicago Partners Investment Group's Vanguard International High Dividend Yield ETF position peaked at $316K in Q4 2019.
140 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2020.

Based on Chicago Partners Investment Group's 13F filing for Q3 2020, filed 6 Nov 2020.