HC Advisors, LLC VYM Holdings History

Number of Shares
2,587.00
Current Holdings Value*
$333,620.00
% of Portfolio
0.25%
Total Estimate Gain
$77,277.06
% of Total Estimate Gain
10.29%

HC Advisors, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-03-31, HC Advisors, LLC held 2,587.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $333,620.00. This investment constitutes 0.25% of their stock portfolio, and HC Advisors, LLC now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2021Q1. And since then HC Advisors, LLC has made 9 purchases of VYM, at an average price of $112.88, for a total of 6,653.00 shares. In addition, there have been 1 sales at an average price of $118.58 for 4,066.00 shares. Based on historical transaction data and VYM's current price of $133.80, HC Advisors, LLC's estimated gain on his VYM holdings is $77,277.06, reflecting a 10.29% gain to date.

HC Advisors, LLC VYM ($133.80) Holding Chart

HC Advisors, LLC VYM ($133.80) 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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