High Net Worth Advisory Group LLC VYM Holdings History
High Net Worth Advisory Group LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, High Net Worth Advisory Group LLC held 94,985.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $12.66 Mil. This investment constitutes 3.35% of their stock portfolio, and High Net Worth Advisory Group LLC now holds 0.02% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2021Q4. And since then High Net Worth Advisory Group LLC has made 11 purchases of VYM, at an average price of $106.36, for a total of 166,661.00 shares. In addition, there have been 3 sales at an average price of $108.59 for 71,676.00 shares. Based on historical transaction data and VYM's current price of $135.02, High Net Worth Advisory Group LLC's estimated gain on his VYM holdings is $2.88 Mil, reflecting a 16.26% gain to date.
High Net Worth Advisory Group LLC VYM ($135.02) Holding Chart
High Net Worth Advisory Group LLC VYM ($135.02) 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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