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Intelligent Financial Strategies’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Intelligent Financial Strategies’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
Q2 		– Sell
-1,675
Closed -$113K – 119
2022
Q1 		$113K Buy
+1,675
New +$114K 0.11% 54

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Intelligent Financial Strategies's VYMI Position: Q2 2022 in Review

Intelligent Financial Strategies sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q2 2022, closing a stake of 1,675 shares — an estimated $113K sold.

Intelligent Financial Strategies first reported a position in VYMI in Q1 2022 and held it in 1 quarter. The position peaked at $113K in Q1 2022. 338 funds tracked by Wall St. Rank hold VYMI as of Q2 2022.

  • Intelligent Financial Strategies reported no remaining Vanguard International High Dividend Yield ETF position as of Q2 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 1,675 Vanguard International High Dividend Yield ETF shares in Q2 2022, an estimated $113K.
  • Intelligent Financial Strategies first reported a position in Vanguard International High Dividend Yield ETF in Q1 2022 and held it in 1 quarter.
  • Intelligent Financial Strategies's Vanguard International High Dividend Yield ETF position peaked at $113K in Q1 2022.
  • 338 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2022.

Based on Intelligent Financial Strategies's 13F filing for Q2 2022, filed 8 Aug 2022.