Castleview Partners’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Castleview Partners’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
2025 Q1	–	Sell	-159	Closed	-$10.7K	–	575
2024 Q4	$10.7K	Hold	159	–	–	0.01%	571
2024 Q3	$11.7K	Hold	159	–	–	0.01%	531
2024 Q2	$10.9K	Hold	159	–	–	0.01%	510
2024 Q1	$10.9K	Hold	159	–	–	0.01%	533
2023 Q4	$10.6K	Sell	159 -116	-42%	-$7.29K	0.01%	510
2023 Q3	$17K	Buy	275 +2	+0.7%	+$127	0.02%	376
2023 Q2	$17.3K	Buy	+273	New	+$17.3K	0.02%	376

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $2.58B AUM 19.72% 1-Year Est. Return

Castleview Partners's VYMI Position: Q1 2025 in Review

Castleview Partners sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q1 2025, closing a stake of 159 shares — an estimated $10.7K sold.

Castleview Partners first reported a position in VYMI in Q2 2023 and held it in 7 quarters. The position peaked at $17.3K in Q2 2023. 585 funds tracked by Wall St. Rank hold VYMI as of Q1 2025.

Castleview Partners reported no remaining Vanguard International High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 159 Vanguard International High Dividend Yield ETF shares in Q1 2025, an estimated $10.7K.
Castleview Partners first reported a position in Vanguard International High Dividend Yield ETF in Q2 2023 and held it in 7 quarters.
Castleview Partners's Vanguard International High Dividend Yield ETF position peaked at $17.3K in Q2 2023.
585 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.