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

GeoWealth 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
2025 Q1	–	Sell	-1,094	Closed	-$74.2K	–	1779
2024 Q4	$74.2K	Sell	1,094 -122	-10%	-$8.63K	﹤0.01%	1041
2024 Q3	$89.3K	Sell	1,216 -77	-6%	-$5.45K	﹤0.01%	915
2024 Q2	$88.6K	Sell	1,293 -19	-1%	-$1.31K	﹤0.01%	785
2024 Q1	$90.3K	Sell	1,312 -2,191	-63%	-$146K	﹤0.01%	779
2023 Q4	$232K	Sell	3,503 -596	-15%	-$37.5K	0.02%	472
2023 Q3	$251K	Sell	4,099 -283	-6%	-$18K	0.03%	257
2023 Q2	$275K	Buy	+4,382	New	+$278K	0.03%	216

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

GeoWealth Management's VYMI Position: Q1 2025 in Review

GeoWealth Management sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q1 2025, closing a stake of 1,094 shares — an estimated $74.2K sold.

GeoWealth Management first reported a position in VYMI in Q2 2023 and held it in 7 quarters. The position peaked at $275K in Q2 2023. 585 funds tracked by Wall St. Rank hold VYMI as of Q1 2025.

GeoWealth Management reported no remaining Vanguard International High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 1,094 Vanguard International High Dividend Yield ETF shares in Q1 2025, an estimated $74.2K.
GeoWealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q2 2023 and held it in 7 quarters.
GeoWealth Management's Vanguard International High Dividend Yield ETF position peaked at $275K in Q2 2023.
585 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.