HCR Wealth Advisors VYM Holdings History
HCR Wealth Advisors's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, HCR Wealth Advisors held 604,437.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $77.95 Mil. This investment constitutes 10.15% of their stock portfolio, and HCR Wealth Advisors now holds 0.12% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2018Q2. And since then HCR Wealth Advisors has made 14 purchases of VYM, at an average price of $88.45, for a total of 1.92 Mil shares. In addition, there have been 14 sales at an average price of $90.25 for 1.32 Mil shares. Based on historical transaction data and VYM's current price of $135.81, HCR Wealth Advisors's estimated gain on his VYM holdings is $30.99 Mil, reflecting a 18.25% gain to date.
HCR Wealth Advisors VYM ($135.81) Holding Chart
HCR Wealth Advisors VYM ($135.81) 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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