Precedent Wealth Partners’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Precedent Wealth Partners’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 Q1	$8.44M	Buy	89,581 +14,817	+20%	+$1.41M	1.69%	15
2025 Q4	$6.73M	Buy	74,764 +11,183	+18%	+$971K	1.41%	16
2025 Q3	$5.38M	Buy	63,581 +7,558	+13%	+$626K	1.19%	21
2025 Q2	$4.49M	Buy	56,023 +7,833	+16%	+$599K	1.1%	22
2025 Q1	$3.55M	Buy	48,190 +9,334	+24%	+$670K	0.99%	23
2024 Q4	$2.64M	Buy	38,856 +1,461	+4%	+$103K	0.86%	32
2024 Q3	$2.75M	Buy	37,395 +9,292	+33%	+$657K	0.91%	31
2024 Q2	$1.93M	Buy	28,103 +3,621	+15%	+$251K	0.78%	32
2024 Q1	$1.68M	Buy	24,482 +138	+0.6%	+$9.2K	0.72%	32
2023 Q4	$1.62M	Buy	+24,344	New	+$1.53M	0.82%	28

Other funds holding VYMI

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return