Financial Planning & Information Services, Inc. VYM Holdings History
Financial Planning & Information Services, Inc.'s Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2024-09-30, Financial Planning & Information Services, Inc. held 214,569.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $27.51 Mil. This investment constitutes 3.79% of their stock portfolio, and Financial Planning & Information Services, Inc. now holds 0.05% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2018Q2. And since then Financial Planning & Information Services, Inc. has made 12 purchases of VYM, at an average price of $86.92, for a total of 304,605.00 shares. In addition, there have been 13 sales at an average price of $96.22 for 90,036.00 shares. Based on historical transaction data and VYM's current price of $134.71, Financial Planning & Information Services, Inc.'s estimated gain on his VYM holdings is $11.09 Mil, reflecting a 41.90% gain to date.
Financial Planning & Information Services, Inc. VYM ($134.71) Holding Chart
Financial Planning & Information Services, Inc. VYM ($134.71) 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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