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Meridian Wealth Partners’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Meridian Wealth Partners’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
2020
Q4 		– Sell
-415
Closed -$22K – 243
2020
Q3 		$22K Buy
+415
New +$22.3K 0.01% 197

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FHB
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Bank of America
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QWM
Quaker Wealth Management Moorestown, New Jersey $320M AUM 13.7% 1-Year Est. Return
AIS
American Investment Services Great Barrington, Massachusetts $448M AUM 21.7% 1-Year Est. Return
Creative Planning
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Meridian Wealth Partners's VYMI Position: Q4 2020 in Review

Meridian Wealth Partners sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q4 2020, closing a stake of 415 shares — an estimated $22K sold.

Meridian Wealth Partners first reported a position in VYMI in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 160 funds tracked by Wall St. Rank hold VYMI as of Q4 2020.

  • Meridian Wealth Partners reported no remaining Vanguard International High Dividend Yield ETF position as of Q4 2020 after selling out during the quarter.
  • Meridian Wealth Partners sold 415 Vanguard International High Dividend Yield ETF shares in Q4 2020, an estimated $22K.
  • Meridian Wealth Partners first reported a position in Vanguard International High Dividend Yield ETF in Q3 2020 and held it in 1 quarter.
  • Meridian Wealth Partners's Vanguard International High Dividend Yield ETF position peaked at $22K in Q3 2020.
  • 160 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2020.

Based on Meridian Wealth Partners's 13F filing for Q4 2020, filed 16 Feb 2021.