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

Sutton Wealth 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
2023 Q3	$170K	Hold	2,750	–	–	0.08%	120
2023 Q2	$174K	Hold	2,750	–	–	0.08%	122
2023 Q1	$170K	Hold	2,750	–	–	0.09%	117
2022 Q4	$164K	Hold	2,750	–	–	0.06%	194
2022 Q3	$143K	Buy	2,750 +1,483	+117%	+$85.6K	0.06%	205
2022 Q2	$74.5K	Buy	+1,267	New	+$81K	0.03%	287

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

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

Sutton Wealth Advisors's VYMI Position: Q3 2023 in Review

Sutton Wealth Advisors held its Vanguard International High Dividend Yield ETF (VYMI) position steady in Q3 2023 at 2,750 shares worth $170K. The position accounts for 0.08% of the portfolio, ranked #120.

Sutton Wealth Advisors first reported a position in VYMI in Q2 2022 and has held it in 6 quarters since. The position peaked at $174K in Q2 2023. 457 funds tracked by Wall St. Rank hold VYMI as of Q3 2023.

Sutton Wealth Advisors held 2,750 shares of Vanguard International High Dividend Yield ETF worth $170K as of Q3 2023.
Sutton Wealth Advisors left its Vanguard International High Dividend Yield ETF share count unchanged in Q3 2023.
Vanguard International High Dividend Yield ETF made up 0.08% of Sutton Wealth Advisors's portfolio in Q3 2023, its #120 holding.
Sutton Wealth Advisors first reported a position in Vanguard International High Dividend Yield ETF in Q2 2022 and has held it in 6 quarters since.
Sutton Wealth Advisors's Vanguard International High Dividend Yield ETF position peaked at $174K in Q2 2023.
457 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.