Number of Shares
8,738.00
Current Holdings Value*
$1.12 Mil
% of Portfolio
25.51%
Total Estimate Gain
$385,026.72
% of Total Estimate Gain
9.52%

HARVEST VOLATILITY MANAGEMENT LLC's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2024-09-30, HARVEST VOLATILITY MANAGEMENT LLC held 8,738.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $1.12 Mil. This investment constitutes 25.51% of their stock portfolio, and HARVEST VOLATILITY MANAGEMENT LLC now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2020Q4. And since then HARVEST VOLATILITY MANAGEMENT LLC has made 3 purchases of VYM, at an average price of $100.80, for a total of 40,119.00 shares. In addition, there have been 5 sales at an average price of $104.41 for 31,381.00 shares. Based on historical transaction data and VYM's current price of $131.91, HARVEST VOLATILITY MANAGEMENT LLC's estimated gain on his VYM holdings is $385,026.72, reflecting a 9.52% gain to date.

HARVEST VOLATILITY MANAGEMENT LLC VYM ($131.91) Holding Chart

HARVEST VOLATILITY MANAGEMENT LLC VYM ($131.91) 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