Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. VYM Holdings History
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Holt Capital Advisors, L.L.C. dba Holt Capital Par held 190,019.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $24.50 Mil. This investment constitutes 3.74% of their stock portfolio, and Holt Capital Advisors, L.L.C. dba Holt Capital Par now holds 0.04% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2014Q1. And since then Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has made 24 purchases of VYM, at an average price of $90.73, for a total of 385,024.00 shares. In addition, there have been 12 sales at an average price of $109.89 for 195,005.00 shares. Based on historical transaction data and VYM's current price of $134.90, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s estimated gain on his VYM holdings is $12.13 Mil, reflecting a 34.72% gain to date.
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. VYM ($134.90) Holding Chart
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. VYM ($134.90) 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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