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Intercontinental Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Intercontinental Wealth Advisors’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-345
Closed -$31K – 418
2019
Q3 		$31K Hold
345
– – 0.02% 249
2019
Q2 		$30K Buy
+345
New +$29.8K 0.02% 248

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 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

Intercontinental Wealth Advisors's VYM Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2019, closing a stake of 345 shares — an estimated $31K sold.

Intercontinental Wealth Advisors first reported a position in VYM in Q2 2019 and held it in 2 quarters. The position peaked at $31K in Q3 2019. 1,010 funds tracked by Wall St. Rank hold VYM as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 345 Vanguard High Dividend Yield ETF shares in Q4 2019, an estimated $31K.
  • Intercontinental Wealth Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Vanguard High Dividend Yield ETF position peaked at $31K in Q3 2019.
  • 1,010 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.