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

Institute for 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
2020 Q1	–	Sell	-261	Closed	-$17K	–	677
2019 Q4	$17K	Buy	+261	New	+$16.1K	﹤0.01%	574
2018 Q4	–	Sell	-14,727	Closed	-$928K	–	354
2018 Q3	$928K	Sell	14,727 -9,475	-39%	-$596K	0.31%	108
2018 Q2	$1.51M	Buy	24,202 +6,499	+37%	+$426K	0.48%	68
2018 Q1	$1.17M	Sell	17,703 -10,757	-38%	-$734K	0.35%	101
2017 Q4	$1.94M	Buy	28,460 +16,051	+129%	+$1.06M	0.45%	58
2017 Q3	$815K	Buy	12,409 +372	+3%	+$24K	0.27%	131
2017 Q2	$753K	Buy	+12,037	New	+$748K	0.21%	156

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Institute for Wealth Management's VYMI Position: Q1 2020 in Review

Institute for Wealth Management sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q1 2020, closing a stake of 261 shares — an estimated $17K sold.

Institute for Wealth Management first reported a position in VYMI in Q2 2017 and held it in 7 quarters. The position peaked at $1.94M in Q4 2017. 127 funds tracked by Wall St. Rank hold VYMI as of Q1 2020.

Institute for Wealth Management reported no remaining Vanguard International High Dividend Yield ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 261 Vanguard International High Dividend Yield ETF shares in Q1 2020, an estimated $17K.
Institute for Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q2 2017 and held it in 7 quarters.
Institute for Wealth Management's Vanguard International High Dividend Yield ETF position peaked at $1.94M in Q4 2017.
127 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.