INSPIRION WEALTH ADVISORS, LLC VYM Holdings History
INSPIRION WEALTH ADVISORS, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, INSPIRION WEALTH ADVISORS, LLC held 457,031.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $60.93 Mil. This investment constitutes 8.06% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 0.11% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2014Q4. And since then INSPIRION WEALTH ADVISORS, LLC has made 24 purchases of VYM, at an average price of $82.60, for a total of 697,415.00 shares. In addition, there have been 7 sales at an average price of $83.57 for 240,384.00 shares. Based on historical transaction data and VYM's current price of $134.69, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his VYM holdings is $24.04 Mil, reflecting a 41.73% gain to date.
INSPIRION WEALTH ADVISORS, LLC VYM ($134.69) Holding Chart
INSPIRION WEALTH ADVISORS, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
