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O'Brien Wealth Partners’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

O'Brien 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
2023
Q2 		– Sell
-5,320
Closed -$330K – 59
2023
Q1 		$330K Buy
+5,320
New +$332K 0.1% 28

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

O'Brien Wealth Partners's VYMI Position: Q2 2023 in Review

O'Brien Wealth Partners sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q2 2023, closing a stake of 5,320 shares — an estimated $330K sold.

O'Brien Wealth Partners first reported a position in VYMI in Q1 2023 and held it in 1 quarter. The position peaked at $330K in Q1 2023. 446 funds tracked by Wall St. Rank hold VYMI as of Q2 2023.

  • O'Brien Wealth Partners reported no remaining Vanguard International High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
  • O'Brien Wealth Partners sold 5,320 Vanguard International High Dividend Yield ETF shares in Q2 2023, an estimated $330K.
  • O'Brien Wealth Partners first reported a position in Vanguard International High Dividend Yield ETF in Q1 2023 and held it in 1 quarter.
  • O'Brien Wealth Partners's Vanguard International High Dividend Yield ETF position peaked at $330K in Q1 2023.
  • 446 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2023.

Based on O'Brien Wealth Partners's 13F filing for Q2 2023, filed 7 Aug 2023.