AA Financial Advisors, LLC VYM Holdings History
AA Financial Advisors, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, AA Financial Advisors, LLC held 76,009.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $10.13 Mil. This investment constitutes 2.18% of their stock portfolio, and AA Financial Advisors, LLC now holds 0.02% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2024Q1. And since then AA Financial Advisors, LLC has made 6 purchases of VYM, at an average price of $120.95, for a total of 76,009.00 shares. Based on historical transaction data and VYM's current price of $135.46, AA Financial Advisors, LLC's estimated gain on his VYM holdings is $1.10 Mil, reflecting a 11.99% gain to date.
AA Financial Advisors, LLC VYM ($135.46) Holding Chart
AA Financial Advisors, LLC VYM ($135.46) 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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