Arkadios Wealth Advisors VYM Holdings History
Arkadios Wealth Advisors's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Arkadios Wealth Advisors held 149,397.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $19.27 Mil. This investment constitutes 0.73% of their stock portfolio, and Arkadios Wealth Advisors now holds 0.03% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2019Q4. And since then Arkadios Wealth Advisors has made 11 purchases of VYM, at an average price of $116.29, for a total of 231,714.00 shares. In addition, there have been 9 sales at an average price of $105.42 for 82,317.00 shares. Based on historical transaction data and VYM's current price of $135.46, Arkadios Wealth Advisors's estimated gain on his VYM holdings is $1.97 Mil, reflecting a 7.30% gain to date.
Arkadios Wealth Advisors VYM ($135.46) Holding Chart
Arkadios Wealth Advisors VYM ($135.46) 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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