Blake Schutter Theil Wealth Advisors, LLC VYM Holdings History
Blake Schutter Theil Wealth Advisors, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 10,124.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $1.31 Mil. This investment constitutes 1.48% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2024Q3. And since then Blake Schutter Theil Wealth Advisors, LLC has made 1 purchases of VYM, at an average price of $123.46, for a total of 11,402.00 shares. In addition, there have been 1 sales at an average price of $130.91 for 1,278.00 shares. Based on historical transaction data and VYM's current price of $134.73, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his VYM holdings is $123,634.88, reflecting a 8.78% gain to date.
Blake Schutter Theil Wealth Advisors, LLC VYM ($134.73) Holding Chart
Blake Schutter Theil Wealth Advisors, 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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