Selective Wealth Management’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-430	Closed	-$22K	–	723
2022 Q3	$22K	Hold	430	–	–	0.01%	416
2022 Q2	$25K	Hold	430	–	–	0.01%	437
2022 Q1	$29K	Hold	430	–	–	0.01%	397
2021 Q4	$29K	Hold	430	–	–	0.01%	359
2021 Q3	$28K	Hold	430	–	–	0.01%	334
2021 Q2	$29K	Hold	430	–	–	0.02%	246
2021 Q1	$28K	Hold	430	–	–	0.03%	169
2020 Q4	$26K	Hold	430	–	–	0.02%	157
2020 Q3	$22K	Hold	430	–	–	0.02%	151
2020 Q2	$22K	Hold	430	–	–	0.02%	170
2020 Q1	$19K	Hold	430	–	–	0.03%	110
2019 Q4	$27K	Hold	430	–	–	0.03%	100
2019 Q3	$26K	Buy	+430	New	+$25.6K	0.04%	105

Other funds holding VYMI

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

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

Swiss Re Zurich, Switzerland $16.4M AUM

Selective Wealth Management's VYMI Position: Q4 2022 in Review

Selective Wealth Management sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q4 2022, closing a stake of 430 shares — an estimated $22K sold.

Selective Wealth Management first reported a position in VYMI in Q3 2019 and held it in 13 quarters. The position peaked at $29K in Q1 2022. 380 funds tracked by Wall St. Rank hold VYMI as of Q4 2022.

Selective Wealth Management reported no remaining Vanguard International High Dividend Yield ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 430 Vanguard International High Dividend Yield ETF shares in Q4 2022, an estimated $22K.
Selective Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Vanguard International High Dividend Yield ETF position peaked at $29K in Q1 2022.
380 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.