Number of Shares
6,107.00
Current Holdings Value*
$814,150.00
% of Portfolio
0.42%
Total Estimate Gain
$168,587.32
% of Total Estimate Gain
20.23%

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 $135.46, FOCUS Wealth Advisors, LLC's estimated gain on his VYM holdings is $168,587.32, reflecting a 20.23% gain to date.

FOCUS Wealth Advisors, LLC VYM ($135.46) Holding Chart

FOCUS Wealth Advisors, LLC VYM ($135.46) 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 %

Top Ranked Articles

  • 1