Mariner Independent Advisor Network’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Mariner Independent Advisor Network’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 Q3	–	Sell	-14,121	Closed	-$870K	–	393
2019 Q2	$870K	Buy	14,121 +1,727	+14%	+$106K	0.07%	251
2019 Q1	$765K	Buy	12,394 +2,236	+22%	+$134K	0.06%	257
2018 Q4	$594K	Buy	+10,158	New	+$598K	0.05%	281

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

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

CIA

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FHB

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

Mariner Independent Advisor Network's VYMI Position: Q3 2019 in Review

Mariner Independent Advisor Network sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2019, closing a stake of 14,121 shares — an estimated $870K sold.

Mariner Independent Advisor Network first reported a position in VYMI in Q4 2018 and held it in 3 quarters. The position peaked at $870K in Q2 2019. 112 funds tracked by Wall St. Rank hold VYMI as of Q3 2019.

Mariner Independent Advisor Network reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2019 after selling out during the quarter.
Mariner Independent Advisor Network sold 14,121 Vanguard International High Dividend Yield ETF shares in Q3 2019, an estimated $870K.
Mariner Independent Advisor Network first reported a position in Vanguard International High Dividend Yield ETF in Q4 2018 and held it in 3 quarters.
Mariner Independent Advisor Network's Vanguard International High Dividend Yield ETF position peaked at $870K in Q2 2019.
112 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2019, filed 4 Nov 2019.