Charis Legacy Partners, LLC VYM Holdings History
Charis Legacy Partners, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, Charis Legacy Partners, LLC held 4,237.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $564,830.00. This investment constitutes 0.93% of their stock portfolio, and Charis Legacy Partners, LLC now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2024Q4. And since then Charis Legacy Partners, LLC has made 1 purchases of VYM, at an average price of $130.45, for a total of 5,116.00 shares. In addition, there have been 1 sales at an average price of $126.73 for 879.00 shares. Based on historical transaction data and VYM's current price of $134.69, Charis Legacy Partners, LLC's estimated gain on his VYM holdings is $14,699.40, reflecting a 2.20% gain to date.
Charis Legacy Partners, LLC VYM ($134.69) Holding Chart
Charis Legacy Partners, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
