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WCFA
Walkner Condon Financial Advisors’s
Vanguard International High Dividend Yield ETF
VYMI
Stock Holding History
Walkner Condon Financial 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
2026
Q1
$7.36M
Buy
78,081
+46
+0.1%
+$4.38K
0.97%
24
2025
Q4
$7.02M
Sell
78,035
-544
-0.7%
-$47.3K
0.98%
24
2025
Q3
$6.65M
Buy
78,579
+3,552
+5%
+$294K
1.05%
23
2025
Q2
$6.01M
Buy
75,027
+4,686
+7%
+$359K
1.11%
23
2025
Q1
$5.18M
Buy
70,341
+1,191
+2%
+$85.5K
1.05%
25
2024
Q4
$4.69M
Buy
69,150
+7,881
+13%
+$557K
0.95%
27
2024
Q3
$4.5M
Buy
61,269
+3,106
+5%
+$220K
0.92%
28
2024
Q2
$3.99M
Sell
58,163
-1,085
-2%
-$75.1K
0.86%
33
2024
Q1
$4.08M
Sell
59,248
-4
-0%
-$267
0.86%
34
2023
Q4
$3.94M
Buy
59,252
+13,288
+29%
+$835K
0.9%
31
2023
Q3
$2.84M
Buy
45,964
+3,276
+8%
+$208K
0.75%
35
2023
Q2
$2.7M
Buy
42,688
+4,854
+13%
+$307K
0.71%
35
2023
Q1
$2.34M
Buy
37,834
+6,408
+20%
+$400K
0.66%
37
2022
Q4
$1.87M
Buy
31,426
+6,648
+27%
+$381K
0.56%
41
2022
Q3
$1.29M
Buy
24,778
+10,756
+77%
+$621K
0.42%
58
2022
Q2
$825K
Buy
14,022
+7,120
+103%
+$455K
0.26%
81
2022
Q1
$467K
Sell
6,902
-274
-4%
-$18.6K
0.13%
141
2021
Q4
$482K
Buy
7,176
+1,464
+26%
+$98.5K
0.31%
77
2021
Q3
$378K
Buy
5,712
+432
+8%
+$29.3K
0.19%
98
2021
Q2
$358K
Buy
5,280
+442
+9%
+$30.3K
0.13%
119
2021
Q1
$317K
Buy
+4,838
New
+$311K
0.12%
132
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
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
$57.2B AUM
18.32%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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