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Simplicity Solutions’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-4,413
Closed -$268K – 982
2020
Q4 		$268K Buy
+4,413
New +$250K ﹤0.01% 813
2020
Q1 		– Sell
-7,907
Closed -$504K – 904
2019
Q4 		$504K Buy
+7,907
New +$488K 0.02% 543

Other funds holding VYMI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $358M AUM 22.18% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
QWM
Quaker Wealth Management Moorestown, New Jersey $320M AUM 13.7% 1-Year Est. Return

Simplicity Solutions's VYMI Position: Q1 2021 in Review

Simplicity Solutions sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q1 2021, closing a stake of 4,413 shares — an estimated $268K sold.

Simplicity Solutions first reported a position in VYMI in Q4 2019 and held it in 2 quarters. The position peaked at $504K in Q4 2019. 193 funds tracked by Wall St. Rank hold VYMI as of Q1 2021.

  • Simplicity Solutions reported no remaining Vanguard International High Dividend Yield ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 4,413 Vanguard International High Dividend Yield ETF shares in Q1 2021, an estimated $268K.
  • Simplicity Solutions first reported a position in Vanguard International High Dividend Yield ETF in Q4 2019 and held it in 2 quarters.
  • Simplicity Solutions's Vanguard International High Dividend Yield ETF position peaked at $504K in Q4 2019.
  • 193 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.