ADG Wealth Management Group, LLC VYMI Holdings History
Number of Shares
90,419.00
Current Holdings Value*
$6.66 Mil
% of Portfolio
6.28%
Total Estimate Gain
$870,467.31
% of Total Estimate Gain
13.17%
ADG Wealth Management Group, LLC's Vanguard International High Dividend Yield ETF Holding Summary
As of 2025-03-31, ADG Wealth Management Group, LLC held 90,419.00 shares of Vanguard International High Dividend Yield ETF(VYMI), totaling $6.66 Mil. This investment constitutes 6.28% of their stock portfolio, and ADG Wealth Management Group, LLC now holds 0.08% of the outstanding Vanguard International High Dividend Yield ETF(VYMI) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $71.80 for 3,071.00 shares. Based on historical transaction data and VYMI's current price of $80.27, ADG Wealth Management Group, LLC's estimated gain on his VYMI holdings is $870,467.31, reflecting a 13.17% gain to date.
ADG Wealth Management Group, LLC VYMI ($80.27) Holding Chart
ADG Wealth Management Group, LLC VYMI ($80.27) 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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