United Capital Financial 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 | $1.04M | Buy |
12,981
+21
| +0.2% | +$1.68K | 0.01% | 583 |
|
|
2025
Q1 | $955K | Sell |
12,960
-37
| -0.3% | -$2.73K | 0.01% | 568 |
|
|
2024
Q4 | $882K | Buy |
12,997
+15
| +0.1% | +$1.02K | 0.01% | 578 |
|
|
2024
Q3 | $953K | Hold |
12,982
| – | – | 0.01% | 553 |
|
|
2024
Q2 | $890K | Sell |
12,982
-771
| -6% | -$52.8K | 0.01% | 553 |
|
|
2024
Q1 | $946K | Buy |
13,753
+107
| +0.8% | +$7.36K | 0.01% | 569 |
|
|
2023
Q4 | $907K | Sell |
13,646
-1,375
| -9% | -$91.4K | 0.01% | 574 |
|
|
2023
Q3 | $930K | Buy |
15,021
+633
| +4% | +$39.2K | 0.01% | 530 |
|
|
2023
Q2 | $909K | Sell |
14,388
-143
| -1% | -$9.04K | 0.01% | 571 |
|
|
2023
Q1 | $900K | Buy |
14,531
+9,494
| +188% | +$588K | 0.01% | 602 |
|
|
2022
Q4 | $300K | Hold |
5,037
| – | – | ﹤0.01% | 886 |
|
|
2022
Q3 | $262K | Sell |
5,037
-1,959
| -28% | -$102K | ﹤0.01% | 946 |
|
|
2022
Q2 | $412K | Buy |
6,996
+824
| +13% | +$48.5K | ﹤0.01% | 840 |
|
|
2022
Q1 | $417K | Buy |
6,172
+2,864
| +87% | +$194K | ﹤0.01% | 888 |
|
|
2021
Q4 | $222K | Buy |
3,308
+1
| +0% | +$67 | ﹤0.01% | 1114 |
|
|
2021
Q3 | $218K | Buy |
+3,307
| New | +$218K | ﹤0.01% | 1106 |
|
|
2021
Q2 | – | Sell |
-3,137
| Closed | -$205K | – | 1252 |
|
|
2021
Q1 | $205K | Sell |
3,137
-4,885
| -61% | -$319K | ﹤0.01% | 1114 |
|
|
2020
Q4 | $488K | Sell |
8,022
-979
| -11% | -$59.6K | ﹤0.01% | 851 |
|
|
2020
Q3 | $469K | Buy |
9,001
+5,070
| +129% | +$264K | ﹤0.01% | 840 |
|
|
2020
Q2 | $201K | Buy |
+3,931
| New | +$201K | ﹤0.01% | 1100 |
|
|
2020
Q1 | – | Sell |
-4,013
| Closed | -$256K | – | 1362 |
|
|
2019
Q4 | $256K | Buy |
+4,013
| New | +$256K | ﹤0.01% | 1187 |
|
|
2018
Q2 | – | Sell |
-15,053
| Closed | -$1M | – | 1365 |
|
|
2018
Q1 | $1M | Buy |
15,053
+400
| +3% | +$26.6K | 0.01% | 776 |
|
|
2017
Q4 | $982K | Buy |
+14,653
| New | +$982K | 0.01% | 780 |
|