Investment Advisory Group, LLC VYM Holdings History
Investment Advisory Group, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Investment Advisory Group, LLC held 161,475.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $20.82 Mil. This investment constitutes 6.97% of their stock portfolio, and Investment Advisory Group, LLC now holds 0.03% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2021Q4. And since then Investment Advisory Group, LLC has made 11 purchases of VYM, at an average price of $111.04, for a total of 163,460.00 shares. In addition, there have been 1 sales at an average price of $106.91 for 1,985.00 shares. Based on historical transaction data and VYM's current price of $136.08, Investment Advisory Group, LLC's estimated gain on his VYM holdings is $4.03 Mil, reflecting a 22.23% gain to date.
Investment Advisory Group, LLC VYM ($136.08) Holding Chart
Investment Advisory Group, LLC VYM ($136.08) 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
