Number of Shares
93,844.00
Current Holdings Value*
$12.64 Mil
% of Portfolio
5.97%
Total Estimate Gain
$581,717.02
% of Total Estimate Gain
4.75%

IRONWOOD WEALTH MANAGEMENT, INC.'s Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-06-30, IRONWOOD WEALTH MANAGEMENT, INC. held 93,844.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $12.64 Mil. This investment constitutes 5.97% of their stock portfolio, and IRONWOOD WEALTH MANAGEMENT, INC. now holds 0.02% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2024Q4. And since then IRONWOOD WEALTH MANAGEMENT, INC. has made 2 purchases of VYM, at an average price of $130.46, for a total of 93,959.00 shares. In addition, there have been 1 sales at an average price of $126.73 for 115.00 shares. Based on historical transaction data and VYM's current price of $136.66, IRONWOOD WEALTH MANAGEMENT, INC.'s estimated gain on his VYM holdings is $581,717.02, reflecting a 4.75% gain to date.

IRONWOOD WEALTH MANAGEMENT, INC. VYM ($136.66) Holding Chart

IRONWOOD WEALTH MANAGEMENT, INC. VYM ($136.66) 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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