AWA
VYMI icon

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 		$212M Buy
+3,557
New +$204K 0.02% 544

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return