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Delap Wealth Advisory’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Delap Wealth Advisory’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
-3,702
Closed -$246K – 274
2023
Q4 		$246K Buy
+3,702
New +$233K 0.11% 78

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Delap Wealth Advisory's VYMI Position: Q1 2024 in Review

Delap Wealth Advisory sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q1 2024, closing a stake of 3,702 shares — an estimated $246K sold.

Delap Wealth Advisory first reported a position in VYMI in Q4 2023 and held it in 1 quarter. The position peaked at $246K in Q4 2023. 510 funds tracked by Wall St. Rank hold VYMI as of Q1 2024.

  • Delap Wealth Advisory reported no remaining Vanguard International High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 3,702 Vanguard International High Dividend Yield ETF shares in Q1 2024, an estimated $246K.
  • Delap Wealth Advisory first reported a position in Vanguard International High Dividend Yield ETF in Q4 2023 and held it in 1 quarter.
  • Delap Wealth Advisory's Vanguard International High Dividend Yield ETF position peaked at $246K in Q4 2023.
  • 510 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2024.

Based on Delap Wealth Advisory's 13F filing for Q1 2024, filed 14 May 2024.