Joel Isaacson & Co., LLC VYM Holdings History
Joel Isaacson & Co., LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Joel Isaacson & Co., LLC held 947,143.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $122.14 Mil. This investment constitutes 5.54% of their stock portfolio, and Joel Isaacson & Co., LLC now holds 0.19% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2012Q4. And since then Joel Isaacson & Co., LLC has made 38 purchases of VYM, at an average price of $87.09, for a total of 1.01 Mil shares. In addition, there have been 10 sales at an average price of $83.82 for 61,747.00 shares. Based on historical transaction data and VYM's current price of $135.81, Joel Isaacson & Co., LLC's estimated gain on his VYM holdings is $45.95 Mil, reflecting a 52.30% gain to date.
Joel Isaacson & Co., LLC VYM ($135.81) Holding Chart
Joel Isaacson & Co., LLC VYM ($135.81) 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
