INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC VYM Holdings History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2024-06-30, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 190,211.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $22.56 Mil. This investment constitutes 3.45% of their stock portfolio, and INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC now holds -% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2018Q2. And since then INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC has made 4 purchases of VYM, at an average price of $87.22, for a total of 316,177.00 shares. In addition, there have been 21 sales at an average price of $100.37 for 125,966.00 shares. Based on historical transaction data and VYM's current price of $134.69, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's estimated gain on his VYM holdings is $10.69 Mil, reflecting a 38.76% gain to date.
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC VYM ($134.69) Holding Chart
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, 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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