Valley National Advisers’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Valley National Advisers’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 Q2	–	Sell	-1,396	Closed	-$63K	–	859
2020 Q1	$63K	Buy	1,396 +617	+79%	+$35.2K	0.02%	261
2019 Q4	$50K	Buy	+779	New	+$48.1K	0.01%	318

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

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

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

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

FHB

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

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

QWM

Quaker Wealth Management Moorestown, New Jersey $320M AUM 13.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Valley National Advisers's VYMI Position: Q2 2020 in Review

Valley National Advisers sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q2 2020, closing a stake of 1,396 shares — an estimated $63K sold.

Valley National Advisers first reported a position in VYMI in Q4 2019 and held it in 2 quarters. The position peaked at $63K in Q1 2020. 126 funds tracked by Wall St. Rank hold VYMI as of Q2 2020.

Valley National Advisers reported no remaining Vanguard International High Dividend Yield ETF position as of Q2 2020 after selling out during the quarter.
Valley National Advisers sold 1,396 Vanguard International High Dividend Yield ETF shares in Q2 2020, an estimated $63K.
Valley National Advisers first reported a position in Vanguard International High Dividend Yield ETF in Q4 2019 and held it in 2 quarters.
Valley National Advisers's Vanguard International High Dividend Yield ETF position peaked at $63K in Q1 2020.
126 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2020.

Based on Valley National Advisers's 13F filing for Q2 2020, filed 10 Aug 2020.