Accretive Wealth Partners, LLC VYM Holdings History
Accretive Wealth Partners, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Accretive Wealth Partners, LLC held 79,799.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $9.94 Mil. This investment constitutes 3.51% of their stock portfolio, and Accretive Wealth Partners, LLC now holds 0.02% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2020Q4. And since then Accretive Wealth Partners, LLC has made 16 purchases of VYM, at an average price of $101.83, for a total of 81,462.00 shares. In addition, there have been 1 sales at an average price of $123.45 for 1,663.00 shares. Based on historical transaction data and VYM's current price of $134.69, Accretive Wealth Partners, LLC's estimated gain on his VYM holdings is $2.66 Mil, reflecting a 32.04% gain to date.
Accretive Wealth Partners, LLC VYM ($134.69) Holding Chart
Accretive Wealth 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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