Number of Shares
32,890.00
Current Holdings Value*
$4.12 Mil
% of Portfolio
3.68%
Total Estimate Gain
$355,314.98
% of Total Estimate Gain
8.71%

Cannon Wealth Management Services, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-03-31, Cannon Wealth Management Services, LLC held 32,890.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $4.12 Mil. This investment constitutes 3.68% of their stock portfolio, and Cannon Wealth Management Services, LLC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2024Q3. And since then Cannon Wealth Management Services, LLC has made 2 purchases of VYM, at an average price of $124.10, for a total of 32,890.00 shares. Based on historical transaction data and VYM's current price of $134.90, Cannon Wealth Management Services, LLC's estimated gain on his VYM holdings is $355,314.98, reflecting a 8.71% gain to date.

Cannon Wealth Management Services, LLC VYM ($134.90) Holding Chart

Cannon Wealth Management Services, LLC VYM ($134.90) 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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