FIDUCIARY ADVISORS, INC. VYM Holdings History
Number of Shares
24,538.00
Current Holdings Value*
$3.16 Mil
% of Portfolio
3.12%
Total Estimate Gain
$129,076.32
% of Total Estimate Gain
4.03%
FIDUCIARY ADVISORS, INC.'s Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, FIDUCIARY ADVISORS, INC. held 24,538.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $3.16 Mil. This investment constitutes 3.12% of their stock portfolio, and FIDUCIARY ADVISORS, INC. now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2024Q4. And since then FIDUCIARY ADVISORS, INC. has made 1 purchases of VYM, at an average price of $130.45, for a total of 24,538.00 shares. Based on historical transaction data and VYM's current price of $135.71, FIDUCIARY ADVISORS, INC.'s estimated gain on his VYM holdings is $129,076.32, reflecting a 4.03% gain to date.
FIDUCIARY ADVISORS, INC. VYM ($135.71) Holding Chart
FIDUCIARY ADVISORS, INC. 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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