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WMS Partners’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History

WMS Partners’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
2024
Q4 		– Sell
-2,781
Closed -$204K – 313
2024
Q3 		$204K Buy
+2,781
New +$197K 0.01% 282
2021
Q3 		– Sell
-4,791
Closed -$326K – 297
2021
Q2 		$326K Buy
4,791
+57
+1% +$3.91K 0.05% 190
2021
Q1 		$310K Buy
+4,734
New +$304K 0.07% 169

Other funds holding VYMI

Morgan Stanley
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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WMS Partners's VYMI Position: Q4 2024 in Review

WMS Partners sold out of Vanguard International High Dividend Yield ETF (VYMI) in Q4 2024, closing a stake of 2,781 shares — an estimated $204K sold.

WMS Partners first reported a position in VYMI in Q1 2021 and held it in 3 quarters. The position peaked at $326K in Q2 2021. 580 funds tracked by Wall St. Rank hold VYMI as of Q4 2024.

  • WMS Partners reported no remaining Vanguard International High Dividend Yield ETF position as of Q4 2024 after selling out during the quarter.
  • WMS Partners sold 2,781 Vanguard International High Dividend Yield ETF shares in Q4 2024, an estimated $204K.
  • WMS Partners first reported a position in Vanguard International High Dividend Yield ETF in Q1 2021 and held it in 3 quarters.
  • WMS Partners's Vanguard International High Dividend Yield ETF position peaked at $326K in Q2 2021.
  • 580 funds tracked by Wall St. Rank held Vanguard International High Dividend Yield ETF as of Q4 2024.

Based on WMS Partners's 13F filing for Q4 2024, filed 14 Feb 2025.