FOCUS Wealth Advisors, LLC VYM Holdings History
FOCUS Wealth Advisors, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, FOCUS Wealth Advisors, LLC held 6,107.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $814,150.00. This investment constitutes 0.42% of their stock portfolio, and FOCUS Wealth Advisors, LLC now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2023Q1. And since then FOCUS Wealth Advisors, LLC has made 3 purchases of VYM, at an average price of $111.33, for a total of 7,484.00 shares. In addition, there have been 1 sales at an average price of $126.73 for 1,377.00 shares. Based on historical transaction data and VYM's current price of $136.66, FOCUS Wealth Advisors, LLC's estimated gain on his VYM holdings is $175,915.72, reflecting a 21.11% gain to date.
FOCUS Wealth Advisors, LLC VYM ($136.66) Holding Chart
FOCUS Wealth Advisors, LLC VYM ($136.66) 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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