Hofer & Associates. Inc VYM Holdings History
Hofer & Associates. Inc's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, Hofer & Associates. Inc held 41,625.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $5.55 Mil. This investment constitutes 3.46% of their stock portfolio, and Hofer & Associates. Inc now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2021Q4. And since then Hofer & Associates. Inc has made 9 purchases of VYM, at an average price of $106.69, for a total of 49,691.00 shares. In addition, there have been 5 sales at an average price of $108.68 for 8,066.00 shares. Based on historical transaction data and VYM's current price of $134.69, Hofer & Associates. Inc's estimated gain on his VYM holdings is $1.18 Mil, reflecting a 22.29% gain to date.
Hofer & Associates. Inc VYM ($134.69) Holding Chart
Hofer & Associates. Inc 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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