Number of Shares
97,189.00
Current Holdings Value*
$12.96 Mil
% of Portfolio
2.29%
Total Estimate Gain
$4.01 Mil
% of Total Estimate Gain
11.56%

ARTHUR M. COHEN & ASSOCIATES, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-06-30, ARTHUR M. COHEN & ASSOCIATES, LLC held 97,189.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $12.96 Mil. This investment constitutes 2.29% of their stock portfolio, and ARTHUR M. COHEN & ASSOCIATES, LLC now holds 0.02% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2018Q2. And since then ARTHUR M. COHEN & ASSOCIATES, LLC has made 16 purchases of VYM, at an average price of $87.17, for a total of 398,142.00 shares. In addition, there have been 13 sales at an average price of $85.41 for 300,953.00 shares. Based on historical transaction data and VYM's current price of $133.90, ARTHUR M. COHEN & ASSOCIATES, LLC's estimated gain on his VYM holdings is $4.01 Mil, reflecting a 11.56% gain to date.

ARTHUR M. COHEN & ASSOCIATES, LLC VYM ($133.90) Holding Chart

ARTHUR M. COHEN & ASSOCIATES, LLC VYM ($133.90) 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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