Sugarloaf Wealth Management’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Sugarloaf Wealth Management’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 Q4	$347K	Buy	5,115 +1,117	+28%	+$79K	0.07%	119
2024 Q3	$294K	Sell	3,998 -189	-5%	-$13.4K	0.06%	121
2024 Q2	$287K	Buy	4,187 +160	+4%	+$11.1K	0.06%	116
2024 Q1	$277K	Buy	4,027 +573	+17%	+$38.2K	0.06%	119
2023 Q4	$230K	Buy	3,454 +11	+0.3%	+$692	0.06%	125
2023 Q3	$213K	Buy	3,443 +1,168	+51%	+$74.2K	0.05%	121
2023 Q2	$144K	Buy	2,275 +148	+7%	+$9.37K	0.03%	174
2023 Q1	$132K	Sell	2,127 -27	-1%	-$1.69K	0.03%	173
2022 Q4	$128K	Buy	2,154 +1,668	+343%	+$95.7K	0.03%	173
2022 Q3	$26K	Buy	486 +156	+47%	+$9.01K	0.01%	387
2022 Q2	$19K	Buy	+330	New	+$21.1K	﹤0.01%	426

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sugarloaf Wealth Management's VYMI Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard International High Dividend Yield ETF (VYMI) stake by 28% in Q4 2024, buying an estimated $79K and bringing the position to 5,115 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #119.

Sugarloaf Wealth Management first reported a position in VYMI in Q2 2022 and has held it in 11 quarters since. 580 funds tracked by Wall St. Rank hold VYMI as of Q4 2024.

Sugarloaf Wealth Management held 5,115 shares of Vanguard International High Dividend Yield ETF worth $347K as of Q4 2024.
Sugarloaf Wealth Management bought 1,117 Vanguard International High Dividend Yield ETF shares in Q4 2024, an estimated $79K.
Vanguard International High Dividend Yield ETF made up 0.07% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #119 holding.
Sugarloaf Wealth Management first reported a position in Vanguard International High Dividend Yield ETF in Q2 2022 and has held it in 11 quarters since.
580 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.