Johanson Financial Advisors, Inc. VYM Holdings History
Johanson Financial Advisors, Inc.'s Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2021-12-31, Johanson Financial Advisors, Inc. held 137,362.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $15.40 Mil. This investment constitutes 4.72% of their stock portfolio, and Johanson Financial Advisors, Inc. now holds 0.03% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2018Q2. And since then Johanson Financial Advisors, Inc. has made 13 purchases of VYM, at an average price of $90.73, for a total of 12.54 Mil shares. In addition, there have been 2 sales at an average price of $86.64 for 12.40 Mil shares. Based on historical transaction data and VYM's current price of $134.69, Johanson Financial Advisors, Inc.'s estimated gain on his VYM holdings is $-44.77 Mil, reflecting a -3.94% gain to date.
Johanson Financial Advisors, Inc. VYM ($134.69) Holding Chart
Johanson Financial Advisors, Inc. VYM ($134.69) 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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