D'Orazio & Associates’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

D'Orazio & Associates’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 Q2	–	Sell	-6,015	Closed	-$443K	–	300
2025 Q1	$443K	Sell	6,015 -4,877	-45%	-$350K	0.07%	106
2024 Q4	$739K	Sell	10,892 -7,809	-42%	-$552K	0.11%	69
2024 Q3	$1.37M	Sell	18,701 -9,099	-33%	-$643K	0.2%	42
2024 Q2	$1.91M	Sell	27,800 -13,099	-32%	-$907K	0.29%	31
2024 Q1	$2.81M	Sell	40,899 -7,337	-15%	-$489K	0.45%	27
2023 Q4	$3.21M	Sell	48,236 -15,511	-24%	-$975K	0.57%	23
2023 Q3	$3.95M	Buy	63,747 +49,586	+350%	+$3.15M	0.89%	21
2023 Q2	$895K	Buy	+14,161	New	+$897K	0.21%	43
2022 Q4	–	Sell	-6,250	Closed	-$325K	–	157
2022 Q3	$325K	Buy	+6,250	New	+$361K	0.1%	81

Other funds holding VYMI

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

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return