KDT Advisors, LLC VYM Holdings History
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 $135.87, KDT Advisors, LLC's estimated gain on his VYM holdings is $148,897.76, reflecting a 4.14% gain to date.
KDT Advisors, LLC VYM ($135.87) Holding Chart
KDT Advisors, LLC VYM ($135.87) 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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