BEACON FINANCIAL GROUP VYM Holdings History
BEACON FINANCIAL GROUP's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL GROUP held 233,815.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $30.15 Mil. This investment constitutes 3.3% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.04% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2014Q1. And since then BEACON FINANCIAL GROUP has made 22 purchases of VYM, at an average price of $87.19, for a total of 492,462.00 shares. In addition, there have been 13 sales at an average price of $95.32 for 258,647.00 shares. Based on historical transaction data and VYM's current price of $131.96, BEACON FINANCIAL GROUP's estimated gain on his VYM holdings is $12.57 Mil, reflecting a 29.27% gain to date.
BEACON FINANCIAL GROUP VYM ($131.96) Holding Chart
BEACON FINANCIAL GROUP VYM ($131.96) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
