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

Mascoma 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
2024 Q3	–	Sell	-300	Closed	-$20.6K	–	502
2024 Q2	$20.6K	Hold	300	–	–	0.01%	269
2024 Q1	$20.6K	Hold	300	–	–	0.01%	259
2023 Q4	$19.9K	Hold	300	–	–	0.01%	267
2023 Q3	$18.6K	Hold	300	–	–	0.01%	279
2023 Q2	$19.2K	Hold	300	–	–	0.01%	270
2023 Q1	$19.2K	Hold	300	–	–	0.01%	345
2022 Q4	$17.9K	Buy	+300	New	+$17.2K	0.01%	346

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Mascoma Wealth Management's VYMI Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2024, closing a stake of 300 shares — an estimated $20.6K sold.

Mascoma Wealth Management first reported a position in VYMI in Q4 2022 and held it in 7 quarters. The position peaked at $20.6K in Q1 2024. 530 funds tracked by Wall St. Rank hold VYMI as of Q3 2024.

Mascoma Wealth Management reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2024 after selling out during the quarter.
Mascoma Wealth Management sold 300 Vanguard International High Dividend Yield ETF shares in Q3 2024, an estimated $20.6K.
Mascoma Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q4 2022 and held it in 7 quarters.
Mascoma Wealth Management's Vanguard International High Dividend Yield ETF position peaked at $20.6K in Q1 2024.
530 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.