Axis Wealth Partners, LLC VYMI Holdings History
Number of Shares
66,977.00
Current Holdings Value*
$5.37 Mil
% of Portfolio
3.52%
Total Estimate Gain
$689,553.32
% of Total Estimate Gain
14.53%
Axis Wealth Partners, LLC's Vanguard International High Dividend Yield ETF Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 66,977.00 shares of Vanguard International High Dividend Yield ETF(VYMI), totaling $5.37 Mil. This investment constitutes 3.52% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0.05% of the outstanding Vanguard International High Dividend Yield ETF(VYMI) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 2 purchases of VYMI, at an average price of $70.86, for a total of 66,977.00 shares. Based on historical transaction data and VYMI's current price of $81.16, Axis Wealth Partners, LLC's estimated gain on his VYMI holdings is $689,553.32, reflecting a 14.53% gain to date.
Axis Wealth Partners, LLC VYMI ($81.16) Holding Chart
Axis Wealth Partners, LLC VYMI ($81.16) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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