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

Pacific Capital 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
2025 Q1	–	Sell	-1,657	Closed	-$112K	–	383
2024 Q4	$112K	Buy	1,657 +1,529	+1,195%	+$108K	0.02%	110
2024 Q3	$9.4K	Hold	128	–	–	﹤0.01%	303
2024 Q2	$8.77K	Hold	128	–	–	﹤0.01%	329
2024 Q1	$8.81K	Buy	+128	New	+$8.54K	﹤0.01%	242

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 $3.5B AUM 22.08% 1-Year Est. Return

Pacific Capital Wealth Advisors's VYMI Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q1 2025, closing a stake of 1,657 shares — an estimated $112K sold.

Pacific Capital Wealth Advisors first reported a position in VYMI in Q1 2024 and held it in 4 quarters. The position peaked at $112K in Q4 2024. 585 funds tracked by Wall St. Rank hold VYMI as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Vanguard International High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 1,657 Vanguard International High Dividend Yield ETF shares in Q1 2025, an estimated $112K.
Pacific Capital Wealth Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q1 2024 and held it in 4 quarters.
Pacific Capital Wealth Advisors's Vanguard International High Dividend Yield ETF position peaked at $112K in Q4 2024.
585 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.