Dougherty Wealth Advisers LLC VYM Holdings History
Dougherty Wealth Advisers LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, Dougherty Wealth Advisers LLC held 12,806.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $1.71 Mil. This investment constitutes 1.13% of their stock portfolio, and Dougherty Wealth Advisers LLC now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2018Q4. And since then Dougherty Wealth Advisers LLC has made 3 purchases of VYM, at an average price of $115.71, for a total of 41,134.00 shares. In addition, there have been 5 sales at an average price of $122.81 for 28,328.00 shares. Based on historical transaction data and VYM's current price of $135.46, Dougherty Wealth Advisers LLC's estimated gain on his VYM holdings is $454,293.14, reflecting a 9.54% gain to date.
Dougherty Wealth Advisers LLC VYM ($135.46) Holding Chart
Dougherty Wealth Advisers 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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