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

Clearview 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
2023 Q3	–	Sell	-3,111	Closed	-$197K	–	636
2023 Q2	$197K	Sell	3,111 -129	-4%	-$8.17K	0.2%	112
2023 Q1	$201K	Sell	3,240 -13,110	-80%	-$818K	0.2%	116
2022 Q4	$974K	Buy	16,350 +15,982	+4,343%	+$917K	0.75%	29
2022 Q3	$19K	Hold	368	–	–	0.02%	262
2022 Q2	$22K	Hold	368	–	–	0.02%	272
2022 Q1	$25K	Hold	368	–	–	0.02%	271
2021 Q4	$25K	Hold	368	–	–	0.02%	307
2021 Q3	$24K	Buy	368 +228	+163%	+$15.4K	0.02%	312
2021 Q2	$10K	Buy	+140	New	+$9.59K	0.01%	434

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

CSIA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

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

Clearview Wealth Advisors's VYMI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2023, closing a stake of 3,111 shares — an estimated $197K sold.

Clearview Wealth Advisors first reported a position in VYMI in Q2 2021 and held it in 9 quarters. The position peaked at $974K in Q4 2022. 456 funds tracked by Wall St. Rank hold VYMI as of Q3 2023.

Clearview Wealth Advisors reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 3,111 Vanguard International High Dividend Yield ETF shares in Q3 2023, an estimated $197K.
Clearview Wealth Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q2 2021 and held it in 9 quarters.
Clearview Wealth Advisors's Vanguard International High Dividend Yield ETF position peaked at $974K in Q4 2022.
456 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.