Graves Light Lenhart Wealth, Inc. VYM Holdings History
Graves Light Lenhart Wealth, Inc.'s Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, Graves Light Lenhart Wealth, Inc. held 183,041.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $24.40 Mil. This investment constitutes 2.9% of their stock portfolio, and Graves Light Lenhart Wealth, Inc. now holds 0.04% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2018Q4. And since then Graves Light Lenhart Wealth, Inc. has made 20 purchases of VYM, at an average price of $87.40, for a total of 227,451.00 shares. In addition, there have been 6 sales at an average price of $122.16 for 44,410.00 shares. Based on historical transaction data and VYM's current price of $136.66, Graves Light Lenhart Wealth, Inc.'s estimated gain on his VYM holdings is $10.56 Mil, reflecting a 53.12% gain to date.
Graves Light Lenhart Wealth, Inc. VYM ($136.66) Holding Chart
Graves Light Lenhart Wealth, Inc. 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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