EP Wealth Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.87M | Buy |
48,270
+13,729
| +40% | +$1.1M | 0.03% | 301 |
|
2025
Q1 | $2.55M | Sell |
34,541
-678
| -2% | -$50K | 0.02% | 325 |
|
2024
Q4 | $2.39M | Buy |
35,219
+11,634
| +49% | +$790K | 0.02% | 330 |
|
2024
Q3 | $1.73M | Buy |
23,585
+7,619
| +48% | +$559K | 0.01% | 386 |
|
2024
Q2 | $1.09M | Buy |
15,966
+104
| +0.7% | +$7.13K | 0.01% | 374 |
|
2024
Q1 | $1.09M | Buy |
15,862
+1,331
| +9% | +$91.6K | 0.01% | 365 |
|
2023
Q4 | $966K | Buy |
14,531
+3,575
| +33% | +$238K | 0.01% | 371 |
|
2023
Q3 | $678K | Buy |
+10,956
| New | +$678K | 0.01% | 399 |
|