Lenox Wealth Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Lenox Wealth Advisors’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
2019 Q4	–	Sell	-4,880	Closed	-$290K	–	824
2019 Q3	$290K	Buy	+4,880	New	+$290K	0.05%	60

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

SFO

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

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

FHB

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

Lenox Wealth Advisors's VYMI Position: Q4 2019 in Review

Lenox Wealth Advisors sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q4 2019, closing a stake of 4,880 shares — an estimated $290K sold.

Lenox Wealth Advisors first reported a position in VYMI in Q3 2019 and held it in 1 quarter. The position peaked at $290K in Q3 2019. 141 funds tracked by Wall St. Rank hold VYMI as of Q4 2019.

Lenox Wealth Advisors reported no remaining Vanguard International High Dividend Yield ETF position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 4,880 Vanguard International High Dividend Yield ETF shares in Q4 2019, an estimated $290K.
Lenox Wealth Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q3 2019 and held it in 1 quarter.
Lenox Wealth Advisors's Vanguard International High Dividend Yield ETF position peaked at $290K in Q3 2019.
141 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2019.

Based on Lenox Wealth Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.