CWM
VYMI icon

Consultiva Wealth Management’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Consultiva Wealth Management’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
2026
Q1 		$74.2K Hold
787
– – 0.22% 72
2025
Q4 		$70.8K Hold
787
– – 0.2% 76
2025
Q3 		$66.6K Hold
787
– – 0.19% 83
2025
Q2 		$63K Hold
787
– – 0.19% 85
2025
Q1 		$58K Hold
787
– – 0.2% 81
2024
Q4 		$53.4K Hold
787
– – 0.27% 55
2024
Q3 		$57.8K Hold
787
– – 0.46% 16
2024
Q2 		$53.9K Sell
787
-1,210
-61% -$83.8K 0.49% 16
2024
Q1 		$137K Buy
+1,997
New +$133K 1.29% 8
2023
Q3 		$124K Buy
+1,997
New +$127K 3.17% 5

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UBS Group
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OWM
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return