NWM
VYMI icon

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

NEIRG 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
2023
Q3 		– Sell
-280,581
Closed -$17.7M – 130
2023
Q2 		$17.7M Buy
280,581
+19,063
+7% +$1.21M 3.27% 5
2023
Q1 		$16.2M Buy
261,518
+116,619
+80% +$7.28M 2.81% 9
2022
Q4 		$8.63M Sell
144,899
-4,909
-3% -$282K 1.62% 18
2022
Q3 		$7.8M Sell
149,808
-4,633
-3% -$267K 1.56% 21
2022
Q2 		$9.08M Buy
+154,441
New +$9.87M 1.98% 15

Other funds holding VYMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return