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Realta Investment Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-150
Closed -$10.3K – 771
2024
Q2 		$10.3K Hold
150
– – ﹤0.01% 673
2024
Q1 		$10.3K Buy
+150
New +$10K ﹤0.01% 697
2023
Q4 		– Sell
-150
Closed -$9.48K – 799
2023
Q3 		$9.48K Hold
150
– – ﹤0.01% 676
2023
Q2 		$9.48K Buy
+150
New +$9.5K ﹤0.01% 728
2023
Q1 		– Sell
-250
Closed -$14.9K – 829
2022
Q4 		$14.9K Hold
250
– – ﹤0.01% 680
2022
Q3 		$13K Buy
+250
New +$14.4K ﹤0.01% 662

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

Realta Investment Advisors's VYMI Position: Q3 2024 in Review

Realta Investment Advisors sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q3 2024, closing a stake of 150 shares — an estimated $10.3K sold.

Realta Investment Advisors first reported a position in VYMI in Q3 2022 and held it in 6 quarters. The position peaked at $14.9K in Q4 2022. 530 funds tracked by Wall St. Rank hold VYMI as of Q3 2024.

  • Realta Investment Advisors reported no remaining Vanguard International High Dividend Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 150 Vanguard International High Dividend Yield ETF shares in Q3 2024, an estimated $10.3K.
  • Realta Investment Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q3 2022 and held it in 6 quarters.
  • Realta Investment Advisors's Vanguard International High Dividend Yield ETF position peaked at $14.9K in Q4 2022.
  • 530 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.