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

Premier Path 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
2024
Q3 		– Sell
-3,512
Closed -$241K – 385
2024
Q2 		$241K Buy
3,512
+205
+6% +$14.2K 0.04% 330
2024
Q1 		$228K Buy
3,307
+230
+7% +$15.3K 0.04% 309
2023
Q4 		$205K Buy
+3,077
New +$193K 0.05% 327

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Premier Path Wealth Partners's VYMI Position: Q3 2024 in Review

Premier Path Wealth Partners sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2024, closing a stake of 3,512 shares — an estimated $241K sold.

Premier Path Wealth Partners first reported a position in VYMI in Q4 2023 and held it in 3 quarters. The position peaked at $241K in Q2 2024. 530 funds tracked by Wall St. Rank hold VYMI as of Q3 2024.

  • Premier Path Wealth Partners reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Premier Path Wealth Partners sold 3,512 Vanguard International High Dividend Yield ETF shares in Q3 2024, an estimated $241K.
  • Premier Path Wealth Partners first reported a position in Vanguard International High Dividend Yield ETF in Q4 2023 and held it in 3 quarters.
  • Premier Path Wealth Partners's Vanguard International High Dividend Yield ETF position peaked at $241K in Q2 2024.
  • 530 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2024.

Based on Premier Path Wealth Partners's 13F filing for Q3 2024, filed 15 Oct 2024.