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

Cornerstone 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
2018 Q4	–	Sell	-27,363	Closed	-$417K	–	1142
2018 Q3	$417K	Buy	27,363 +166	+0.6%	+$10.4K	0.01%	966
2018 Q2	$441K	Buy	+27,197	New	+$1.78M	0.01%	1055

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LIA

LS Investment Advisors Bloomfield Hills, Michigan $668M AUM 22.34% 1-Year Est. Return

Cornerstone Wealth Management's VYMI Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q4 2018, closing a stake of 27,363 shares — an estimated $417K sold.

Cornerstone Wealth Management first reported a position in VYMI in Q2 2018 and held it in 2 quarters. The position peaked at $441K in Q2 2018. 91 funds tracked by Wall St. Rank hold VYMI as of Q4 2018.

Cornerstone Wealth Management reported no remaining Vanguard International High Dividend Yield ETF position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 27,363 Vanguard International High Dividend Yield ETF shares in Q4 2018, an estimated $417K.
Cornerstone Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q2 2018 and held it in 2 quarters.
Cornerstone Wealth Management's Vanguard International High Dividend Yield ETF position peaked at $441K in Q2 2018.
91 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.