Clear Perspectives Financial Planning, LLC VYM Holdings History
Clear Perspectives Financial Planning, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2023-03-31, Clear Perspectives Financial Planning, LLC held 167,160.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $17.64 Mil. This investment constitutes 9.89% of their stock portfolio, and Clear Perspectives Financial Planning, LLC now holds 0.04% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2020Q4. And since then Clear Perspectives Financial Planning, LLC has made 5 purchases of VYM, at an average price of $110.60, for a total of 262,940.00 shares. In addition, there have been 4 sales at an average price of $105.85 for 95,780.00 shares. Based on historical transaction data and VYM's current price of $135.46, Clear Perspectives Financial Planning, LLC's estimated gain on his VYM holdings is $3.70 Mil, reflecting a 12.73% gain to date.
Clear Perspectives Financial Planning, LLC VYM ($135.46) Holding Chart
Clear Perspectives Financial Planning, LLC VYM ($135.46) 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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