Financial Architects (New Jersey)’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Financial Architects (New Jersey)’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
2023 Q2	$4.81M	Buy	76,047 +2,722	+4%	+$172K	0.73%	29
2023 Q1	$4.54M	Buy	73,325 +8,373	+13%	+$522K	0.73%	30
2022 Q4	$3.87M	Sell	64,952 -14,122	-18%	-$810K	0.64%	34
2022 Q3	$4.12M	Buy	+79,074	New	+$4.57M	0.72%	31
2022 Q2	–	Sell	-64,371	Closed	-$4.35M	–	302
2022 Q1	$4.35M	Buy	64,371 +31,915	+98%	+$2.17M	0.62%	37
2021 Q4	$2.18M	Buy	32,456 +22,628	+230%	+$1.52M	0.29%	80
2021 Q3	$649K	Buy	+9,828	New	+$666K	0.09%	174
2020 Q3	–	Sell	-402	Closed	-$21K	–	764
2020 Q2	$21K	Hold	402	–	–	﹤0.01%	547
2020 Q1	$18K	Buy	+402	New	+$22.9K	﹤0.01%	539

Other funds holding VYMI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OWM

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Architects (New Jersey)'s VYMI Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 3.7% in Q2 2023, buying an estimated $172K and bringing the position to 76,047 shares worth $4.81M. The position accounts for 0.73% of the portfolio, ranked #29.

Financial Architects (New Jersey) first reported a position in VYMI in Q1 2020 and has held it in 9 quarters since. 446 funds tracked by Wall St. Rank hold VYMI as of Q2 2023.

Financial Architects (New Jersey) held 76,047 shares of Vanguard International High Dividend Yield ETF worth $4.81M as of Q2 2023.
Financial Architects (New Jersey) bought 2,722 Vanguard International High Dividend Yield ETF shares in Q2 2023, an estimated $172K.
Vanguard International High Dividend Yield ETF made up 0.73% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #29 holding.
Financial Architects (New Jersey) first reported a position in Vanguard International High Dividend Yield ETF in Q1 2020 and has held it in 9 quarters since.
446 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.