Forum Private Client Group LLC VYM Holdings History
Forum Private Client Group LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Forum Private Client Group LLC held 175,834.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $22.68 Mil. This investment constitutes 9.84% of their stock portfolio, and Forum Private Client Group LLC now holds 0.04% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2022Q2. And since then Forum Private Client Group LLC has made 9 purchases of VYM, at an average price of $107.15, for a total of 327,576.00 shares. In addition, there have been 3 sales at an average price of $107.31 for 151,742.00 shares. Based on historical transaction data and VYM's current price of $134.73, Forum Private Client Group LLC's estimated gain on his VYM holdings is $4.87 Mil, reflecting a 13.89% gain to date.
Forum Private Client Group LLC VYM ($134.73) Holding Chart
Forum Private Client Group LLC VYM ($134.73) 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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