Benchmark Wealth Management, LLC VYM Holdings History
Benchmark Wealth Management, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Benchmark Wealth Management, LLC held 132,099.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $17.04 Mil. This investment constitutes 8.24% of their stock portfolio, and Benchmark Wealth Management, LLC now holds 0.03% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2019Q4. And since then Benchmark Wealth Management, LLC has made 12 purchases of VYM, at an average price of $93.68, for a total of 304,880.00 shares. In addition, there have been 9 sales at an average price of $115.68 for 172,781.00 shares. Based on historical transaction data and VYM's current price of $134.73, Benchmark Wealth Management, LLC's estimated gain on his VYM holdings is $9.22 Mil, reflecting a 32.29% gain to date.
Benchmark Wealth Management, LLC VYM ($134.73) Holding Chart
Benchmark Wealth Management, LLC VYM ($134.73) 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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