Ropes Wealth Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Ropes Wealth Advisors’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 Q1	–	Sell	-475	Closed	-$30K	–	571
2019 Q4	$30K	Hold	475	–	–	0.01%	381
2019 Q3	$28K	Buy	+475	New	+$28.2K	0.01%	397

Other funds holding VYMI

CSIA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Ropes Wealth Advisors's VYMI Position: Q1 2020 in Review

Ropes Wealth Advisors sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q1 2020, closing a stake of 475 shares — an estimated $30K sold.

Ropes Wealth Advisors first reported a position in VYMI in Q3 2019 and held it in 2 quarters. The position peaked at $30K in Q4 2019. 127 funds tracked by Wall St. Rank hold VYMI as of Q1 2020.

Ropes Wealth Advisors reported no remaining Vanguard International High Dividend Yield ETF position as of Q1 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 475 Vanguard International High Dividend Yield ETF shares in Q1 2020, an estimated $30K.
Ropes Wealth Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q3 2019 and held it in 2 quarters.
Ropes Wealth Advisors's Vanguard International High Dividend Yield ETF position peaked at $30K in Q4 2019.
127 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2020.

Based on Ropes Wealth Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.