Buska Wealth Management, LLC VYM Holdings History
Number of Shares
296,671.00
Current Holdings Value*
$39.55 Mil
% of Portfolio
10.81%
Total Estimate Gain
$4.52 Mil
% of Total Estimate Gain
12.76%
Buska Wealth Management, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, Buska Wealth Management, LLC held 296,671.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $39.55 Mil. This investment constitutes 10.81% of their stock portfolio, and Buska Wealth Management, LLC now holds 0.07% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2024Q1. And since then Buska Wealth Management, LLC has made 5 purchases of VYM, at an average price of $119.45, for a total of 296,671.00 shares. Based on historical transaction data and VYM's current price of $134.69, Buska Wealth Management, LLC's estimated gain on his VYM holdings is $4.52 Mil, reflecting a 12.76% gain to date.
Buska Wealth Management, LLC VYM ($134.69) Holding Chart
Buska Wealth Management, 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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