Econ Financial Services’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Econ Financial Services’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 Q4	–	Sell	-3,313	Closed	-$205K	–	80
2023 Q3	$205K	Hold	3,313	–	–	0.15%	69
2023 Q2	$209K	Buy	+3,313	New	+$210K	0.15%	84
2022 Q3	–	Sell	-3,924	Closed	-$231K	–	106
2022 Q2	$231K	Buy	+3,924	New	+$251K	0.19%	72

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

Jane Street New York $777B AUM 61.18% 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

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

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

MCIA

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

Econ Financial Services's VYMI Position: Q4 2023 in Review

Econ Financial Services sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q4 2023, closing a stake of 3,313 shares — an estimated $205K sold.

Econ Financial Services first reported a position in VYMI in Q2 2022 and held it in 3 quarters. The position peaked at $231K in Q2 2022. 505 funds tracked by Wall St. Rank hold VYMI as of Q4 2023.

Econ Financial Services reported no remaining Vanguard International High Dividend Yield ETF position as of Q4 2023 after selling out during the quarter.
Econ Financial Services sold 3,313 Vanguard International High Dividend Yield ETF shares in Q4 2023, an estimated $205K.
Econ Financial Services first reported a position in Vanguard International High Dividend Yield ETF in Q2 2022 and held it in 3 quarters.
Econ Financial Services's Vanguard International High Dividend Yield ETF position peaked at $231K in Q2 2022.
505 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2023.

Based on Econ Financial Services's 13F filing for Q4 2023, filed 7 Feb 2024.