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

Merriman Wealth 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
2024 Q3	–	Sell	-62,063	Closed	-$4.25M	–	227
2024 Q2	$4.25M	Sell	62,063 -949	-2%	-$65.7K	0.19%	56
2024 Q1	$4.34M	Sell	63,012 -870	-1%	-$58K	0.19%	55
2023 Q4	$4.25M	Buy	+63,882	New	+$4.02M	0.21%	56
2022 Q3	–	Sell	-3,474	Closed	-$204K	–	195
2022 Q2	$204K	Sell	3,474 -8,690	-71%	-$556K	0.01%	158
2022 Q1	$823K	Sell	12,164 -1,637	-12%	-$111K	0.07%	93
2021 Q4	$927K	Buy	13,801 +10,091	+272%	+$679K	0.07%	107
2021 Q3	$245K	Sell	3,710 -110,652	-97%	-$7.5M	0.02%	182
2021 Q2	$7.77M	Buy	114,362 +12,986	+13%	+$890K	0.67%	32
2021 Q1	$6.63M	Buy	101,376 +10,755	+12%	+$691K	0.76%	28
2020 Q4	$5.51M	Buy	+90,621	New	+$5.14M	0.59%	39
2020 Q1	–	Sell	-3,452	Closed	-$220K	–	210
2019 Q4	$220K	Sell	3,452 -210	-6%	-$13K	0.04%	166
2019 Q3	$217K	Buy	3,662 +182	+5%	+$10.8K	0.04%	158
2019 Q2	$2.15K	Buy	+3,480	New	+$213K	0.04%	174

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Merriman Wealth Management's VYMI Position: Q3 2024 in Review

Merriman Wealth Management sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2024, closing a stake of 62,063 shares — an estimated $4.25M sold.

Merriman Wealth Management first reported a position in VYMI in Q2 2019 and held it in 13 quarters. The position peaked at $7.77M in Q2 2021. 531 funds tracked by Wall St. Rank hold VYMI as of Q3 2024.

Merriman Wealth Management reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2024 after selling out during the quarter.
Merriman Wealth Management sold 62,063 Vanguard International High Dividend Yield ETF shares in Q3 2024, an estimated $4.25M.
Merriman Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q2 2019 and held it in 13 quarters.
Merriman Wealth Management's Vanguard International High Dividend Yield ETF position peaked at $7.77M in Q2 2021.
531 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2024.

Based on Merriman Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.