Bay Capital Advisors, LLC VYM Holdings History
Number of Shares
49,148.00
Current Holdings Value*
$6.55 Mil
% of Portfolio
4.99%
Total Estimate Gain
$223,736.34
% of Total Estimate Gain
3.50%
Bay Capital Advisors, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, Bay Capital Advisors, LLC held 49,148.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $6.55 Mil. This investment constitutes 4.99% of their stock portfolio, and Bay Capital Advisors, LLC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2024Q4. And since then Bay Capital Advisors, LLC has made 2 purchases of VYM, at an average price of $130.14, for a total of 49,148.00 shares. Based on historical transaction data and VYM's current price of $134.69, Bay Capital Advisors, LLC's estimated gain on his VYM holdings is $223,736.34, reflecting a 3.50% gain to date.
Bay Capital Advisors, LLC VYM ($134.69) Holding Chart
Bay Capital 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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