ArborFi Advisors, LLC VYM Holdings History
Number of Shares
67,684.00
Current Holdings Value*
$8.73 Mil
% of Portfolio
8.67%
Total Estimate Gain
$415,444.96
% of Total Estimate Gain
4.71%
ArborFi Advisors, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, ArborFi Advisors, LLC held 67,684.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $8.73 Mil. This investment constitutes 8.67% of their stock portfolio, and ArborFi Advisors, LLC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2024Q4. And since then ArborFi Advisors, LLC has made 1 purchases of VYM, at an average price of $130.45, for a total of 67,684.00 shares. Based on historical transaction data and VYM's current price of $136.59, ArborFi Advisors, LLC's estimated gain on his VYM holdings is $415,444.96, reflecting a 4.71% gain to date.
ArborFi Advisors, LLC VYM ($136.59) Holding Chart
ArborFi Advisors, LLC VYM ($136.59) 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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