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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