Asset Allocation & Management Company, LLC VYM Holdings History
Asset Allocation & Management Company, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Asset Allocation & Management Company, LLC held 102,990.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $13.28 Mil. This investment constitutes 6.72% of their stock portfolio, and Asset Allocation & Management Company, LLC now holds 0.02% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2019Q4. And since then Asset Allocation & Management Company, LLC has made 7 purchases of VYM, at an average price of $89.79, for a total of 421,948.00 shares. In addition, there have been 7 sales at an average price of $96.08 for 318,958.00 shares. Based on historical transaction data and VYM's current price of $131.99, Asset Allocation & Management Company, LLC's estimated gain on his VYM holdings is $6.35 Mil, reflecting a 16.76% gain to date.
Asset Allocation & Management Company, LLC VYM ($131.99) Holding Chart
Asset Allocation & Management Company, LLC VYM ($131.99) 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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