KDT Advisors, LLC VYM Holdings History
Number of Shares
27,539.00
Current Holdings Value*
$3.55 Mil
% of Portfolio
5.22%
Total Estimate Gain
$114,198.62
% of Total Estimate Gain
3.18%
KDT Advisors, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, KDT Advisors, LLC held 27,539.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $3.55 Mil. This investment constitutes 5.22% of their stock portfolio, and KDT Advisors, LLC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2024Q4. And since then KDT Advisors, LLC has made 1 purchases of VYM, at an average price of $130.46, for a total of 27,539.00 shares. Based on historical transaction data and VYM's current price of $134.61, KDT Advisors, LLC's estimated gain on his VYM holdings is $114,198.62, reflecting a 3.18% gain to date.
KDT Advisors, LLC VYM ($134.61) Holding Chart
KDT Advisors, LLC VYM ($134.61) 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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