Atlas Legacy Advisors, LLC VYM Holdings History
Atlas Legacy Advisors, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Atlas Legacy Advisors, LLC held 71,214.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $9.18 Mil. This investment constitutes 2.33% of their stock portfolio, and Atlas Legacy Advisors, LLC now holds 0.02% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $130.91 for 2,402.00 shares. Based on historical transaction data and VYM's current price of $134.69, Atlas Legacy Advisors, LLC's estimated gain on his VYM holdings is $304,524.60, reflecting a 3.17% gain to date.
Atlas Legacy Advisors, LLC VYM ($134.69) Holding Chart
Atlas Legacy Advisors, 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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