AGILIS PARTNERS LLC VYM Holdings History
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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