Investor's Fiduciary Advisor Network, LLC VYM Holdings History
Number of Shares
33,095.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
2.01%
Total Estimate Gain
$207,109.21
% of Total Estimate Gain
4.53%
Investor's Fiduciary Advisor Network, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Investor's Fiduciary Advisor Network, LLC held 33,095.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $4.27 Mil. This investment constitutes 2.01% of their stock portfolio, and Investor's Fiduciary Advisor Network, LLC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $130.91 for 1,932.00 shares. Based on historical transaction data and VYM's current price of $136.66, Investor's Fiduciary Advisor Network, LLC's estimated gain on his VYM holdings is $207,109.21, reflecting a 4.53% gain to date.
Investor's Fiduciary Advisor Network, LLC VYM ($136.66) Holding Chart
Investor's Fiduciary Advisor Network, LLC 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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