Berkeley Capital Partners, LLC VYM Holdings History
Berkeley Capital Partners, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Berkeley Capital Partners, LLC held 220,044.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $28.38 Mil. This investment constitutes 7.8% of their stock portfolio, and Berkeley Capital Partners, LLC now holds 0.05% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2018Q2. And since then Berkeley Capital Partners, LLC has made 19 purchases of VYM, at an average price of $91.77, for a total of 267,435.00 shares. In addition, there have been 9 sales at an average price of $102.60 for 47,391.00 shares. Based on historical transaction data and VYM's current price of $132.52, Berkeley Capital Partners, LLC's estimated gain on his VYM holdings is $9.48 Mil, reflecting a 38.63% gain to date.
Berkeley Capital Partners, LLC VYM ($132.52) Holding Chart
Berkeley Capital Partners, LLC VYM ($132.52) 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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