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

Financial Synergies 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
2022
Q3 		– Sell
-729
Closed -$42.9K – 522
2022
Q2 		$42.9K Buy
+729
New +$46.6K 0.01% 111

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Synergies Wealth Advisors's VYMI Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2022, closing a stake of 729 shares — an estimated $42.9K sold.

Financial Synergies Wealth Advisors first reported a position in VYMI in Q2 2022 and held it in 1 quarter. The position peaked at $42.9K in Q2 2022. 328 funds tracked by Wall St. Rank hold VYMI as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 729 Vanguard International High Dividend Yield ETF shares in Q3 2022, an estimated $42.9K.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Vanguard International High Dividend Yield ETF position peaked at $42.9K in Q2 2022.
  • 328 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.