Retirement Group’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Retirement Group’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 Q3	–	Sell	-735	Closed	-$46.5K	–	834
2023 Q2	$46.5K	Hold	735	–	–	0.02%	213
2023 Q1	$46K	Buy	735 +510	+227%	+$31.8K	0.02%	205
2022 Q4	$13K	Buy	+225	New	+$12.9K	0.01%	330
2022 Q3	–	Sell	-225	Closed	-$13K	–	808
2022 Q2	$13K	Hold	225	–	–	0.01%	397
2022 Q1	$15K	Hold	225	–	–	0.01%	394
2021 Q4	$15K	Hold	225	–	–	0.01%	380
2021 Q3	$15K	Hold	225	–	–	0.01%	347
2021 Q2	$15K	Buy	+225	New	+$15.4K	0.01%	364

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

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

Retirement Group's VYMI Position: Q3 2023 in Review

Retirement Group sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2023, closing a stake of 735 shares — an estimated $46.5K sold.

Retirement Group first reported a position in VYMI in Q2 2021 and held it in 8 quarters. The position peaked at $46.5K in Q2 2023. 456 funds tracked by Wall St. Rank hold VYMI as of Q3 2023.

Retirement Group reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2023 after selling out during the quarter.
Retirement Group sold 735 Vanguard International High Dividend Yield ETF shares in Q3 2023, an estimated $46.5K.
Retirement Group first reported a position in Vanguard International High Dividend Yield ETF in Q2 2021 and held it in 8 quarters.
Retirement Group's Vanguard International High Dividend Yield ETF position peaked at $46.5K in Q2 2023.
456 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2023.

Based on Retirement Group's 13F filing for Q3 2023, filed 6 Nov 2023.