IRONWOOD WEALTH MANAGEMENT, INC. VYM Holdings History
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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