Financial Perspectives, Inc VYM Holdings History
Financial Perspectives, Inc's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Financial Perspectives, Inc held 135,633.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $17.69 Mil. This investment constitutes 6.06% of their stock portfolio, and Financial Perspectives, Inc now holds 0.03% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2019Q4. And since then Financial Perspectives, Inc has made 14 purchases of VYM, at an average price of $96.45, for a total of 9.17 Mil shares. In addition, there have been 7 sales at an average price of $104.93 for 9.03 Mil shares. Based on historical transaction data and VYM's current price of $134.69, Financial Perspectives, Inc's estimated gain on his VYM holdings is $81.78 Mil, reflecting a 9.25% gain to date.
Financial Perspectives, Inc VYM ($134.69) Holding Chart
Financial Perspectives, Inc VYM ($134.69) 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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