EXECUTIVE WEALTH GROUP LLC VYM Holdings History
EXECUTIVE WEALTH GROUP LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2024-03-31, EXECUTIVE WEALTH GROUP LLC held 292,300.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $33.99 Mil. This investment constitutes 7.08% of their stock portfolio, and EXECUTIVE WEALTH GROUP LLC now holds -% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2019Q1. And since then EXECUTIVE WEALTH GROUP LLC has made 12 purchases of VYM, at an average price of $103.97, for a total of 305,163.00 shares. In addition, there have been 8 sales at an average price of $93.36 for 12,863.00 shares. Based on historical transaction data and VYM's current price of $134.61, EXECUTIVE WEALTH GROUP LLC's estimated gain on his VYM holdings is $8.82 Mil, reflecting a 27.80% gain to date.
EXECUTIVE WEALTH GROUP LLC VYM ($134.61) Holding Chart
EXECUTIVE WEALTH GROUP LLC VYM ($134.61) 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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