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

Wealth Advisory 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
2023 Q2	–	Sell	-3,488	Closed	-$216K	–	134
2023 Q1	$216K	Hold	3,488	–	–	0.06%	123
2022 Q4	$208K	Buy	+3,488	New	+$200K	0.06%	125
2022 Q3	–	Sell	-3,488	Closed	-$205K	–	163
2022 Q2	$205K	Buy	+3,488	New	+$223K	0.05%	139

Other funds holding VYMI

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

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 Chicago, Illinois $374B AUM 17.66% 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

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wealth Advisory Solutions's VYMI Position: Q2 2023 in Review

Wealth Advisory Solutions sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q2 2023, closing a stake of 3,488 shares — an estimated $216K sold.

Wealth Advisory Solutions first reported a position in VYMI in Q2 2022 and held it in 3 quarters. The position peaked at $216K in Q1 2023. 444 funds tracked by Wall St. Rank hold VYMI as of Q2 2023.

Wealth Advisory Solutions reported no remaining Vanguard International High Dividend Yield ETF position as of Q2 2023 after selling out during the quarter.
Wealth Advisory Solutions sold 3,488 Vanguard International High Dividend Yield ETF shares in Q2 2023, an estimated $216K.
Wealth Advisory Solutions first reported a position in Vanguard International High Dividend Yield ETF in Q2 2022 and held it in 3 quarters.
Wealth Advisory Solutions's Vanguard International High Dividend Yield ETF position peaked at $216K in Q1 2023.
444 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2023.

Based on Wealth Advisory Solutions's 13F filing for Q2 2023, filed 7 Aug 2023.