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Vanguard Int High Dvd Yld In exchange traded funds shares owned by Holistic Planning

Quarter-by-quarter ownership of Vanguard Int High Dvd Yld In exchange traded funds (VYMI) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Vanguard Int High Dvd Yld In exchange traded funds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Int High Dvd Yld In exchange traded funds held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Int High Dvd Yld In exchange traded funds by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 3.0k 73.42
2024-06-30 $301k 4.4k 68.80
2024-03-31 $301k 4.4k 68.80

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding Vanguard Int High Dvd Yld In exchange traded funds

Morgan Stanley
Bank of America Corporation
Orgel Wealth Management
Envestnet Asset Management
Wells Fargo & Company
Captrust Financial Advisors
LPL Financial
Royal Bank of Canada
Confluence Wealth Services
Manufacturers Life Insurance Company
Raymond James Financial Services Advisors
Sageworth Trust Company
CWM
Creative Planning
Jones Financial Companies, L.L

View all funds holding Vanguard Int High Dvd Yld In exchange traded funds