JWM
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Jackson Wealth Management’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Jackson 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
2023
Q3 		– Sell
-4,976
Closed -$314K – 160
2023
Q2 		$314K Buy
4,976
+393
+9% +$24.9K 0.05% 106
2023
Q1 		$284K Buy
+4,583
New +$286K 0.21% 105

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jackson Wealth Management's VYMI Position: Q3 2023 in Review

Jackson Wealth Management sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2023, closing a stake of 4,976 shares — an estimated $314K sold.

Jackson Wealth Management first reported a position in VYMI in Q1 2023 and held it in 2 quarters. The position peaked at $314K in Q2 2023. 456 funds tracked by Wall St. Rank hold VYMI as of Q3 2023.

  • Jackson Wealth Management reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 4,976 Vanguard International High Dividend Yield ETF shares in Q3 2023, an estimated $314K.
  • Jackson Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q1 2023 and held it in 2 quarters.
  • Jackson Wealth Management's Vanguard International High Dividend Yield ETF position peaked at $314K in Q2 2023.
  • 456 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2023.

Based on Jackson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.