Holistic Planning, LLC VYM Holdings History
Holistic Planning, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Holistic Planning, LLC held 41,723.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $5.38 Mil. This investment constitutes 1.82% of their stock portfolio, and Holistic Planning, LLC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2023Q4. And since then Holistic Planning, LLC has made 2 purchases of VYM, at an average price of $119.10, for a total of 43,466.00 shares. In addition, there have been 2 sales at an average price of $129.52 for 1,743.00 shares. Based on historical transaction data and VYM's current price of $134.69, Holistic Planning, LLC's estimated gain on his VYM holdings is $668,793.40, reflecting a 12.92% gain to date.
Holistic Planning, LLC VYM ($134.69) Holding Chart
Holistic Planning, 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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