Institutional & Family Asset Management’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Institutional & Family Asset 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 Q4	–	Sell	-200	Closed	-$10K	–	937
2020 Q3	$10K	Buy	+200	New	+$10.7K	﹤0.01%	493
2020 Q1	–	Sell	-410	Closed	-$26K	–	919
2019 Q4	$26K	Buy	+410	New	+$25.3K	0.01%	404

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

FHB

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

QWM

Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

AIS

American Investment Services Great Barrington, Massachusetts $448M AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Institutional & Family Asset Management's VYMI Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q4 2020, closing a stake of 200 shares — an estimated $10K sold.

Institutional & Family Asset Management first reported a position in VYMI in Q4 2019 and held it in 2 quarters. The position peaked at $26K in Q4 2019. 160 funds tracked by Wall St. Rank hold VYMI as of Q4 2020.

Institutional & Family Asset Management reported no remaining Vanguard International High Dividend Yield ETF position as of Q4 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 200 Vanguard International High Dividend Yield ETF shares in Q4 2020, an estimated $10K.
Institutional & Family Asset Management first reported a position in Vanguard International High Dividend Yield ETF in Q4 2019 and held it in 2 quarters.
Institutional & Family Asset Management's Vanguard International High Dividend Yield ETF position peaked at $26K in Q4 2019.
160 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.