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Principia Wealth Advisory’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Principia Wealth Advisory’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
-23
Closed -$1.56K – 916
2024
Q4 		$1.56K Buy
+23
New +$1.63K ﹤0.01% 280

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

Principia Wealth Advisory's VYMI Position: Q1 2025 in Review

Principia Wealth Advisory sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q1 2025, closing a stake of 23 shares — an estimated $1.56K sold.

Principia Wealth Advisory first reported a position in VYMI in Q4 2024 and held it in 1 quarter. The position peaked at $1.56K in Q4 2024. 585 funds tracked by Wall St. Rank hold VYMI as of Q1 2025.

  • Principia Wealth Advisory reported no remaining Vanguard International High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 23 Vanguard International High Dividend Yield ETF shares in Q1 2025, an estimated $1.56K.
  • Principia Wealth Advisory first reported a position in Vanguard International High Dividend Yield ETF in Q4 2024 and held it in 1 quarter.
  • Principia Wealth Advisory's Vanguard International High Dividend Yield ETF position peaked at $1.56K in Q4 2024.
  • 585 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2025.

Based on Principia Wealth Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.