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Wambolt & Associates’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Wambolt & Associates’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
2023
Q2 		– Sell
-11,101
Closed -$697K – 270
2023
Q1 		$697K Buy
+11,101
New +$693K 0.25% 131

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wambolt & Associates's VYMI Position: Q2 2023 in Review

Wambolt & Associates sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q2 2023, closing a stake of 11,101 shares — an estimated $697K sold.

Wambolt & Associates first reported a position in VYMI in Q1 2023 and held it in 1 quarter. The position peaked at $697K in Q1 2023. 444 funds tracked by Wall St. Rank hold VYMI as of Q2 2023.

  • Wambolt & Associates reported no remaining Vanguard International High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
  • Wambolt & Associates sold 11,101 Vanguard International High Dividend Yield ETF shares in Q2 2023, an estimated $697K.
  • Wambolt & Associates first reported a position in Vanguard International High Dividend Yield ETF in Q1 2023 and held it in 1 quarter.
  • Wambolt & Associates's Vanguard International High Dividend Yield ETF position peaked at $697K in Q1 2023.
  • 444 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2023.

Based on Wambolt & Associates's 13F filing for Q2 2023, filed 3 Aug 2023.