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

Transform Wealth’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	$428K	Sell	5,814 -1,411	-20%	-$101K	0.03%	184
2024 Q4	$490K	Sell	7,225 -20,681	-74%	-$1.46M	0.03%	187
2024 Q3	$2.05M	Sell	27,906 -1,886	-6%	-$133K	0.14%	102
2024 Q2	$2.04M	Sell	29,792 -2,469	-8%	-$171K	0.15%	93
2024 Q1	$2.22M	Buy	32,261 +14,848	+85%	+$990K	0.21%	95
2023 Q4	$1.16M	Buy	+17,413	New	+$1.09M	0.11%	130

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 $3.5B AUM 22.08% 1-Year Est. Return

Transform Wealth's VYMI Position: Q1 2025 in Review

Transform Wealth reduced its Vanguard International High Dividend Yield ETF (VYMI) stake by 20% in Q1 2025, selling an estimated $101K and leaving 5,814 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #184.

Transform Wealth first reported a position in VYMI in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.22M in Q1 2024. 586 funds tracked by Wall St. Rank hold VYMI as of Q1 2025.

Transform Wealth held 5,814 shares of Vanguard International High Dividend Yield ETF worth $428K as of Q1 2025.
Transform Wealth sold 1,411 Vanguard International High Dividend Yield ETF shares in Q1 2025, an estimated $101K.
Vanguard International High Dividend Yield ETF made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #184 holding.
Transform Wealth first reported a position in Vanguard International High Dividend Yield ETF in Q4 2023 and has held it in 6 quarters since.
Transform Wealth's Vanguard International High Dividend Yield ETF position peaked at $2.22M in Q1 2024.
586 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.