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Osborn Williams & Donohoe’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-125
Closed -$8K – 663
2019
Q1 		$8K Buy
+125
New +$7.52K ﹤0.01% 653

Other funds holding VYMI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $668M AUM 22.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Osborn Williams & Donohoe's VYMI Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q2 2019, closing a stake of 125 shares — an estimated $8K sold.

Osborn Williams & Donohoe first reported a position in VYMI in Q1 2019 and held it in 1 quarter. The position peaked at $8K in Q1 2019. 107 funds tracked by Wall St. Rank hold VYMI as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Vanguard International High Dividend Yield ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 125 Vanguard International High Dividend Yield ETF shares in Q2 2019, an estimated $8K.
  • Osborn Williams & Donohoe first reported a position in Vanguard International High Dividend Yield ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Vanguard International High Dividend Yield ETF position peaked at $8K in Q1 2019.
  • 107 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.