SFWA
Summit Financial Wealth Advisors’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $31.7M | Buy |
430,002
+7,591
| +2% | +$559K | 6.29% | 3 |
|
|
2024
Q4 | $29.4M | Buy |
422,411
+18,031
| +4% | +$1.26M | 5.75% | 3 |
|
|
2024
Q3 | $29.7M | Buy |
404,380
+4,403
| +1% | +$323K | 5.57% | 3 |
|
|
2024
Q2 | $27.4M | Buy |
399,977
+12,834
| +3% | +$880K | 5.55% | 4 |
|
|
2024
Q1 | $26.6M | Buy |
387,143
+5,722
| +2% | +$394K | 5.4% | 4 |
|
|
2023
Q4 | $25.4M | Sell |
381,421
-6,154
| -2% | -$409K | 5.75% | 4 |
|
|
2023
Q3 | $23.9M | Buy |
387,575
+15,144
| +4% | +$933K | 5.86% | 4 |
|
|
2023
Q2 | $23.5M | Buy |
372,431
+19,457
| +6% | +$1.23M | 5.44% | 4 |
|
|
2023
Q1 | $21.9M | Sell |
352,974
-8,483
| -2% | -$526K | 5.19% | 4 |
|
|
2022
Q4 | $21.5M | Sell |
361,457
-2,076
| -0.6% | -$124K | 5.2% | 3 |
|
|
2022
Q3 | $20M | Buy |
+363,533
| New | +$20M | 5.74% | 2 |
|