JWA
VYMI icon

JFS Wealth Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

JFS Wealth Advisors’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
Q2 		$5.61M Buy
57,125
+2,827
+5% +$279K 0.28% 61
2026
Q1 		$5.12M Sell
54,298
-962
-2% -$91.7K 0.29% 62
2025
Q4 		$4.97M Sell
55,260
-1,802
-3% -$157K 0.28% 63
2025
Q3 		$4.83M Buy
57,062
+12,700
+29% +$1.05M 0.28% 62
2025
Q2 		$3.55M Buy
44,362
+2,163
+5% +$166K 0.23% 70
2025
Q1 		$3.11M Sell
42,199
-2,269
-5% -$163K 0.21% 68
2024
Q4 		$3.02M Sell
44,468
-2,642
-6% -$187K 0.21% 68
2024
Q3 		$3.46M Buy
47,110
+2,657
+6% +$188K 0.23% 69
2024
Q2 		$3.05M Sell
44,453
-193
-0.4% -$13.4K 0.24% 59
2024
Q1 		$3.07M Buy
44,646
+737
+2% +$49.1K 0.24% 60
2023
Q4 		$2.92M Sell
43,909
-2,017
-4% -$127K 0.25% 60
2023
Q3 		$2.84M Buy
45,926
+1,581
+4% +$100K 0.27% 57
2023
Q2 		$2.8M Sell
44,345
-746
-2% -$47.2K 0.25% 60
2023
Q1 		$2.79M Buy
45,091
+4,207
+10% +$262K 0.26% 59
2022
Q4 		$2.44M Buy
40,884
+28,864
+240% +$1.66M 0.24% 69
2022
Q3 		$626K Buy
12,020
+8,889
+284% +$513K 0.07% 135
2022
Q2 		$184K Sell
3,131
-929
-23% -$59.4K 0.02% 218
2022
Q1 		$275K Buy
4,060
+1,071
+36% +$72.9K 0.03% 200
2021
Q4 		$201K Buy
2,989
+2,609
+687% +$175K 0.02% 224
2021
Q3 		$25K Buy
+380
New +$25.7K ﹤0.01% 510

Other funds holding VYMI

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return