ACT WEALTH MANAGEMENT, LLC VYM Holdings History
ACT WEALTH MANAGEMENT, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, ACT WEALTH MANAGEMENT, LLC held 252,805.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $33.70 Mil. This investment constitutes 14.24% of their stock portfolio, and ACT WEALTH MANAGEMENT, LLC now holds 0.06% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2020Q4. And since then ACT WEALTH MANAGEMENT, LLC has made 10 purchases of VYM, at an average price of $92.91, for a total of 322,419.00 shares. In addition, there have been 7 sales at an average price of $107.05 for 69,614.00 shares. Based on historical transaction data and VYM's current price of $134.90, ACT WEALTH MANAGEMENT, LLC's estimated gain on his VYM holdings is $11.60 Mil, reflecting a 38.73% gain to date.
ACT WEALTH MANAGEMENT, LLC VYM ($134.90) Holding Chart
ACT WEALTH MANAGEMENT, LLC VYM ($134.90) 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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