Howard Wealth Management, LLC VYM Holdings History
Howard Wealth Management, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Howard Wealth Management, LLC held 104,405.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $13.46 Mil. This investment constitutes 7.5% of their stock portfolio, and Howard Wealth Management, LLC now holds 0.02% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2019Q4. And since then Howard Wealth Management, LLC has made 14 purchases of VYM, at an average price of $95.79, for a total of 130,245.00 shares. In addition, there have been 7 sales at an average price of $104.36 for 25,840.00 shares. Based on historical transaction data and VYM's current price of $131.96, Howard Wealth Management, LLC's estimated gain on his VYM holdings is $4.00 Mil, reflecting a 32.04% gain to date.
Howard Wealth Management, LLC VYM ($131.96) Holding Chart
Howard Wealth Management, LLC VYM ($131.96) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
