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

Rise 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	-914	Closed	-$62.1K	–	1569
2024 Q4	$62.1K	Buy	914 +6	+0.7%	+$424	0.03%	193
2024 Q3	$66.7K	Buy	908 +4	+0.4%	+$283	0.03%	193
2024 Q2	$61.9K	Buy	904 +6	+0.7%	+$415	0.03%	203
2024 Q1	$61.8K	Buy	898 +4	+0.4%	+$267	0.03%	195
2023 Q4	$59.4K	Sell	894 -45	-5%	-$2.83K	0.04%	140
2023 Q3	$58.1K	Sell	939 -402	-30%	-$25.5K	0.05%	126
2023 Q2	$84.8K	Sell	1,341 -237	-15%	-$15K	0.07%	112
2023 Q1	$97.8K	Sell	1,578 -311	-16%	-$19.4K	0.07%	105
2022 Q4	$113K	Buy	1,889 +13	+0.7%	+$746	0.09%	95
2022 Q3	$98K	Buy	1,876 +14	+0.8%	+$808	0.08%	92
2022 Q2	$110K	Buy	1,862 +21	+1%	+$1.34K	0.11%	89
2022 Q1	$124K	Sell	1,841 -193	-9%	-$13.1K	0.11%	84
2021 Q4	$137K	Buy	+2,034	New	+$137K	0.13%	82

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 $2.58B AUM 19.72% 1-Year Est. Return

Rise Advisors's VYMI Position: Q1 2025 in Review

Rise Advisors sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q1 2025, closing a stake of 914 shares — an estimated $62.1K sold.

Rise Advisors first reported a position in VYMI in Q4 2021 and held it in 13 quarters. The position peaked at $137K in Q4 2021. 585 funds tracked by Wall St. Rank hold VYMI as of Q1 2025.

Rise Advisors reported no remaining Vanguard International High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 914 Vanguard International High Dividend Yield ETF shares in Q1 2025, an estimated $62.1K.
Rise Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q4 2021 and held it in 13 quarters.
Rise Advisors's Vanguard International High Dividend Yield ETF position peaked at $137K in Q4 2021.
585 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.