Conservest Capital Advisors, Inc. VYM Holdings History
Conservest Capital Advisors, Inc.'s Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Conservest Capital Advisors, Inc. held 231,426.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $29.84 Mil. This investment constitutes 3.13% of their stock portfolio, and Conservest Capital Advisors, Inc. now holds 0.05% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2018Q2. And since then Conservest Capital Advisors, Inc. has made 16 purchases of VYM, at an average price of $91.68, for a total of 357,159.00 shares. In addition, there have been 12 sales at an average price of $114.21 for 125,733.00 shares. Based on historical transaction data and VYM's current price of $134.69, Conservest Capital Advisors, Inc.'s estimated gain on his VYM holdings is $12.79 Mil, reflecting a 39.06% gain to date.
Conservest Capital Advisors, Inc. VYM ($134.69) Holding Chart
Conservest Capital Advisors, Inc. 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 % | |||
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