Asset Allocation Strategies LLC VYM Holdings History
Asset Allocation Strategies LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Asset Allocation Strategies LLC held 81,220.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $10.47 Mil. This investment constitutes 2.61% of their stock portfolio, and Asset Allocation Strategies LLC now holds 0.02% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2022Q4. And since then Asset Allocation Strategies LLC has made 5 purchases of VYM, at an average price of $105.57, for a total of 140,451.00 shares. In addition, there have been 4 sales at an average price of $111.14 for 59,231.00 shares. Based on historical transaction data and VYM's current price of $134.71, Asset Allocation Strategies LLC's estimated gain on his VYM holdings is $2.70 Mil, reflecting a 18.19% gain to date.
Asset Allocation Strategies LLC VYM ($134.71) Holding Chart
Asset Allocation Strategies LLC VYM ($134.71) 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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