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Sonora Investment Management’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Sonora Investment 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
2021
Q3 		$11K Hold
159
– – ﹤0.01% 766
2021
Q2 		$11K Buy
+159
New +$10.9K ﹤0.01% 701
2020
Q1 		– Sell
-646
Closed -$41K – 1757
2019
Q4 		$41K Buy
+646
New +$39.9K ﹤0.01% 618

Other funds holding VYMI

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BOH
Bank of Hawaii Honolulu, Hawaii $2.03B AUM 25.58% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sonora Investment Management's VYMI Position: Q3 2021 in Review

Sonora Investment Management held its Vanguard International High Dividend Yield ETF (VYMI) position steady in Q3 2021 at 159 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Sonora Investment Management first reported a position in VYMI in Q4 2019 and has held it in 3 quarters since. The position peaked at $41K in Q4 2019. 230 funds tracked by Wall St. Rank hold VYMI as of Q3 2021.

  • Sonora Investment Management held 159 shares of Vanguard International High Dividend Yield ETF worth $11K as of Q3 2021.
  • Sonora Investment Management left its Vanguard International High Dividend Yield ETF share count unchanged in Q3 2021.
  • Vanguard International High Dividend Yield ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #766 holding.
  • Sonora Investment Management first reported a position in Vanguard International High Dividend Yield ETF in Q4 2019 and has held it in 3 quarters since.
  • Sonora Investment Management's Vanguard International High Dividend Yield ETF position peaked at $41K in Q4 2019.
  • 230 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.