AGILIS PARTNERS LLC VYM Holdings History

Number of Shares
62,304.00
Current Holdings Value*
$7.95 Mil
% of Portfolio
2.39%
Total Estimate Gain
$2.74 Mil
% of Total Estimate Gain
35.46%

AGILIS PARTNERS LLC's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2024-12-31, AGILIS PARTNERS LLC held 62,304.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $7.95 Mil. This investment constitutes 2.39% of their stock portfolio, and AGILIS PARTNERS LLC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2018Q4. And since then AGILIS PARTNERS LLC has made 6 purchases of VYM, at an average price of $93.78, for a total of 82,285.00 shares. In addition, there have been 7 sales at an average price of $103.18 for 19,981.00 shares. Based on historical transaction data and VYM's current price of $134.69, AGILIS PARTNERS LLC's estimated gain on his VYM holdings is $2.74 Mil, reflecting a 35.46% gain to date.

AGILIS PARTNERS LLC VYM ($134.69) Holding Chart

AGILIS PARTNERS LLC VYM ($134.69) 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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