Level Financial Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Level Financial 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
2024 Q1	–	Sell	-656	Closed	-$43.6K	–	254
2023 Q4	$43.6K	Hold	656	–	–	0.02%	125
2023 Q3	$40.6K	Hold	656	–	–	0.02%	120
2023 Q2	$41.5K	Hold	656	–	–	0.02%	118
2023 Q1	$40.6K	Hold	656	–	–	0.02%	110
2022 Q4	$39K	Sell	656 -289	-31%	-$16.6K	0.03%	106
2022 Q3	$49K	Buy	945 +50	+6%	+$2.89K	0.04%	95
2022 Q2	$53K	Hold	895	–	–	0.04%	96
2022 Q1	$61K	Sell	895 -43	-5%	-$2.93K	0.05%	79
2021 Q4	$63K	Buy	+938	New	+$63.1K	0.05%	81

Other funds holding VYMI

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Level Financial Advisors's VYMI Position: Q1 2024 in Review

Level Financial Advisors sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q1 2024, closing a stake of 656 shares — an estimated $43.6K sold.

Level Financial Advisors first reported a position in VYMI in Q4 2021 and held it in 9 quarters. The position peaked at $63K in Q4 2021. 510 funds tracked by Wall St. Rank hold VYMI as of Q1 2024.

Level Financial Advisors reported no remaining Vanguard International High Dividend Yield ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 656 Vanguard International High Dividend Yield ETF shares in Q1 2024, an estimated $43.6K.
Level Financial Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Vanguard International High Dividend Yield ETF position peaked at $63K in Q4 2021.
510 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.