Evergreen Wealth Management, LLC VYM Holdings History
Evergreen Wealth Management, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Evergreen Wealth Management, LLC held 67,307.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $8.68 Mil. This investment constitutes 5.18% of their stock portfolio, and Evergreen Wealth Management, LLC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2022Q4. And since then Evergreen Wealth Management, LLC has made 5 purchases of VYM, at an average price of $105.80, for a total of 67,746.00 shares. In addition, there have been 2 sales at an average price of $130.53 for 439.00 shares. Based on historical transaction data and VYM's current price of $135.71, Evergreen Wealth Management, LLC's estimated gain on his VYM holdings is $2.02 Mil, reflecting a 28.24% gain to date.
Evergreen Wealth Management, LLC VYM ($135.71) Holding Chart
Evergreen Wealth Management, LLC VYM ($135.71) 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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