Sax Wealth Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
7,555
+323
| +4% | +$25.9K | 0.04% | 232 |
|
|
2025
Q1 | $533K | Buy |
7,232
+223
| +3% | +$16.4K | 0.04% | 207 |
|
|
2024
Q4 | $476K | Buy |
7,009
+74
| +1% | +$5.02K | 0.04% | 198 |
|
|
2024
Q3 | $509K | Buy |
6,935
+49
| +0.7% | +$3.6K | 0.05% | 155 |
|
|
2024
Q2 | $472K | Buy |
6,886
+74
| +1% | +$5.07K | 0.05% | 152 |
|
|
2024
Q1 | $469K | Buy |
6,812
+46
| +0.7% | +$3.17K | 0.05% | 123 |
|
|
2023
Q4 | $450K | Buy |
6,766
+65
| +1% | +$4.32K | 0.07% | 127 |
|
|
2023
Q3 | $415K | Buy |
6,701
+52
| +0.8% | +$3.22K | 0.08% | 121 |
|
|
2023
Q2 | $420K | Buy |
6,649
+91
| +1% | +$5.75K | 0.08% | 124 |
|
|
2023
Q1 | $406K | Buy |
6,558
+25
| +0.4% | +$1.55K | 0.09% | 122 |
|
|
2022
Q4 | $389K | Buy |
6,533
+52
| +0.8% | +$3.1K | 0.09% | 121 |
|
|
2022
Q3 | $337K | Buy |
6,481
+59
| +0.9% | +$3.07K | 0.09% | 122 |
|
|
2022
Q2 | $378K | Sell |
6,422
-3,852
| -37% | -$227K | 0.1% | 120 |
|
|
2022
Q1 | $695K | Buy |
10,274
+21
| +0.2% | +$1.42K | 0.17% | 78 |
|
|
2021
Q4 | $689K | Buy |
10,253
+66
| +0.6% | +$4.44K | 0.14% | 92 |
|
|
2021
Q3 | $673K | Buy |
10,187
+111
| +1% | +$7.33K | 0.16% | 84 |
|
|
2021
Q2 | $685K | Buy |
10,076
+120
| +1% | +$8.16K | 0.24% | 80 |
|
|
2021
Q1 | $652K | Buy |
9,956
+56
| +0.6% | +$3.67K | 0.24% | 77 |
|
|
2020
Q4 | $602K | Buy |
+9,900
| New | +$602K | 0.28% | 68 |
|