Edge Capital Group, LLC VYM Holdings History
Edge Capital Group, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2024-12-31, Edge Capital Group, LLC held 1.60 Mil shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $203.61 Mil. This investment constitutes 9.08% of their stock portfolio, and Edge Capital Group, LLC now holds 0.35% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2018Q4. And since then Edge Capital Group, LLC has made 13 purchases of VYM, at an average price of $90.36, for a total of 2.05 Mil shares. In addition, there have been 11 sales at an average price of $92.95 for 450,180.00 shares. Based on historical transaction data and VYM's current price of $131.96, Edge Capital Group, LLC's estimated gain on his VYM holdings is $67.55 Mil, reflecting a 36.54% gain to date.
Edge Capital Group, LLC VYM ($131.96) Holding Chart
Edge Capital Group, LLC VYM ($131.96) 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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