Wealth Enhancement Advisory Services
VYMI icon

Wealth Enhancement Advisory Services’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.44M Buy
36,211
+10,392
+40% +$991K 0.01% 1098
2025
Q4 		$2.36M Buy
25,819
+1,367
+6% +$119K ﹤0.01% 1424
2025
Q3 		$2.07M Buy
24,452
+6,028
+33% +$500K ﹤0.01% 1413
2025
Q2 		$1.49M Sell
18,424
-2,094
-10% -$160K ﹤0.01% 1515
2025
Q1 		$1.51M Sell
20,518
-1,281
-6% -$92K ﹤0.01% 1385
2024
Q4 		$1.48M Buy
21,799
+11,266
+107% +$797K ﹤0.01% 1330
2024
Q3 		$773K Buy
10,533
+3,375
+47% +$239K ﹤0.01% 1550
2024
Q2 		$491K Sell
7,158
-1,003
-12% -$69.4K ﹤0.01% 1658
2024
Q1 		$561K Buy
8,161
+1,930
+31% +$129K ﹤0.01% 1512
2023
Q4 		$414K Buy
6,231
+1,266
+25% +$79.6K ﹤0.01% 1626
2023
Q3 		$307K Buy
+4,965
New +$315K ﹤0.01% 1727

Other funds holding VYMI

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return