Arete Wealth Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Arete Wealth Advisors’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
2024 Q3	–	Sell	-3,541	Closed	-$243K	–	836
2024 Q2	$243K	Buy	+3,541	New	+$245K	0.02%	599
2024 Q1	–	Sell	-3,540	Closed	-$235K	–	743
2023 Q4	$235K	Hold	3,540	–	–	0.02%	618
2023 Q3	$219K	Hold	3,540	–	–	0.04%	413
2023 Q2	$224K	Sell	3,540 -2	-0.1%	-$127	0.02%	572
2023 Q1	$219K	Sell	3,542 -15	-0.4%	-$936	0.02%	562
2022 Q4	$212K	Buy	+3,557	New	+$204K	0.02%	544

Other funds holding VYMI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arete Wealth Advisors's VYMI Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2024, closing a stake of 3,541 shares — an estimated $243K sold.

Arete Wealth Advisors first reported a position in VYMI in Q4 2022 and held it in 6 quarters. The position peaked at $243K in Q2 2024. 533 funds tracked by Wall St. Rank hold VYMI as of Q3 2024.

Arete Wealth Advisors reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 3,541 Vanguard International High Dividend Yield ETF shares in Q3 2024, an estimated $243K.
Arete Wealth Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q4 2022 and held it in 6 quarters.
Arete Wealth Advisors's Vanguard International High Dividend Yield ETF position peaked at $243K in Q2 2024.
533 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.