Disciplined Investments’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Disciplined Investments’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	-1,489	Closed	-$94.1K	–	1524
2023 Q2	$94.1K	Buy	1,489 +11	+0.7%	+$697	0.05%	157
2023 Q1	$91.5K	Buy	1,478 +4	+0.3%	+$250	0.04%	175
2022 Q4	$87.8K	Buy	1,474 +6	+0.4%	+$344	0.04%	153
2022 Q3	$76K	Buy	1,468 +7	+0.5%	+$404	0.03%	182
2022 Q2	$86K	Buy	1,461 +12	+0.8%	+$767	0.04%	174
2022 Q1	$98K	Buy	1,449 +2	+0.1%	+$136	0.04%	174
2021 Q4	$97K	Buy	1,447 +8	+0.6%	+$538	0.04%	158
2021 Q3	$95K	Buy	1,439 +299	+26%	+$20.3K	0.05%	152
2021 Q2	$77K	Buy	1,140 +881	+340%	+$60.4K	0.04%	162
2021 Q1	$17K	Sell	259 -44	-15%	-$2.83K	0.01%	242
2020 Q4	$18K	Sell	303 -862	-74%	-$48.9K	0.01%	209
2020 Q3	$61K	Buy	1,165 +869	+294%	+$46.6K	0.05%	145
2020 Q2	$15K	Buy	296 +63	+27%	+$3.08K	0.01%	254
2020 Q1	$11K	Buy	233 +83	+55%	+$4.74K	0.01%	270
2019 Q4	$10K	Buy	+150	New	+$9.27K	0.01%	295

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

Disciplined Investments's VYMI Position: Q3 2023 in Review

Disciplined Investments sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2023, closing a stake of 1,489 shares — an estimated $94.1K sold.

Disciplined Investments first reported a position in VYMI in Q4 2019 and held it in 15 quarters. The position peaked at $98K in Q1 2022. 456 funds tracked by Wall St. Rank hold VYMI as of Q3 2023.

Disciplined Investments reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 1,489 Vanguard International High Dividend Yield ETF shares in Q3 2023, an estimated $94.1K.
Disciplined Investments first reported a position in Vanguard International High Dividend Yield ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Vanguard International High Dividend Yield ETF position peaked at $98K in Q1 2022.
456 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.