CLIENT 1ST ADVISORY GROUP, LLC VYM Holdings History
CLIENT 1ST ADVISORY GROUP, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, CLIENT 1ST ADVISORY GROUP, LLC held 3,169.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $408,670.00. This investment constitutes 0.16% of their stock portfolio, and CLIENT 1ST ADVISORY GROUP, LLC now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2023Q2. And since then CLIENT 1ST ADVISORY GROUP, LLC has made 3 purchases of VYM, at an average price of $117.92, for a total of 7,452.00 shares. In addition, there have been 2 sales at an average price of $111.79 for 4,283.00 shares. Based on historical transaction data and VYM's current price of $134.73, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his VYM holdings is $27,037.55, reflecting a 3.08% gain to date.
CLIENT 1ST ADVISORY GROUP, LLC VYM ($134.73) Holding Chart
CLIENT 1ST ADVISORY GROUP, 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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