Highwater Wealth Management, LLC VYM Holdings History
Highwater Wealth Management, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2019-09-30, Highwater Wealth Management, LLC held 10,794.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $958,000.00. This investment constitutes 4.23% of their stock portfolio, and Highwater Wealth Management, LLC now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2018Q4. And since then Highwater Wealth Management, LLC has made 2 purchases of VYM, at an average price of $85.48, for a total of 11,308.00 shares. In addition, there have been 2 sales at an average price of $84.15 for 514.00 shares. Based on historical transaction data and VYM's current price of $134.69, Highwater Wealth Management, LLC's estimated gain on his VYM holdings is $530,485.53, reflecting a 54.88% gain to date.
Highwater Wealth Management, LLC VYM ($134.69) Holding Chart
Highwater Wealth Management, LLC VYM ($134.69) 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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