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

Bridge Advisory’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 		$1.11M Sell
15,071
-1,644
-10% -$116K 0.53% 51
2024
Q2 		$1.15M Sell
16,715
-116
-0.7% -$8.03K 0.56% 49
2024
Q1 		$1.16M Buy
16,831
+5,901
+54% +$393K 0.57% 47
2023
Q4 		$727K Buy
+10,930
New +$687K 0.36% 65

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 $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $666B AUM 30.12% 1-Year Est. Return

Bridge Advisory's VYMI Position: Q3 2024 in Review

Bridge Advisory reduced its Vanguard International High Dividend Yield ETF (VYMI) stake by 9.8% in Q3 2024, selling an estimated $116K and leaving 15,071 shares worth $1.11M. The position accounts for 0.53% of the portfolio, ranked #51.

Bridge Advisory first reported a position in VYMI in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.16M in Q1 2024. 530 funds tracked by Wall St. Rank hold VYMI as of Q3 2024.

  • Bridge Advisory held 15,071 shares of Vanguard International High Dividend Yield ETF worth $1.11M as of Q3 2024.
  • Bridge Advisory sold 1,644 Vanguard International High Dividend Yield ETF shares in Q3 2024, an estimated $116K.
  • Vanguard International High Dividend Yield ETF made up 0.53% of Bridge Advisory's portfolio in Q3 2024, its #51 holding.
  • Bridge Advisory first reported a position in Vanguard International High Dividend Yield ETF in Q4 2023 and has held it in 4 quarters since.
  • Bridge Advisory's Vanguard International High Dividend Yield ETF position peaked at $1.16M in Q1 2024.
  • 530 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.