Dodds Wealth, LLC VYM Holdings History
Dodds Wealth, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Dodds Wealth, LLC held 31,343.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $4.04 Mil. This investment constitutes 1.32% of their stock portfolio, and Dodds Wealth, LLC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2023Q4. And since then Dodds Wealth, LLC has made 1 purchases of VYM, at an average price of $105.75, for a total of 53,223.00 shares. In addition, there have been 4 sales at an average price of $129.10 for 21,880.00 shares. Based on historical transaction data and VYM's current price of $134.69, Dodds Wealth, LLC's estimated gain on his VYM holdings is $1.42 Mil, reflecting a 25.19% gain to date.
Dodds Wealth, LLC VYM ($134.69) Holding Chart
Dodds Wealth, 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 % | |||
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