CAPSTONE WEALTH MANAGEMENT GROUP, LLC VYM Holdings History
CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 87,486.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $11.28 Mil. This investment constitutes 6.44% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0.02% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2022Q1. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 2 purchases of VYM, at an average price of $110.93, for a total of 99,902.00 shares. In addition, there have been 11 sales at an average price of $110.96 for 12,416.00 shares. Based on historical transaction data and VYM's current price of $135.81, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his VYM holdings is $2.18 Mil, reflecting a 19.64% gain to date.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC VYM ($135.81) Holding Chart
CAPSTONE WEALTH MANAGEMENT GROUP, LLC VYM ($135.81) 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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