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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