Kades & Cheifetz LLC VYM Holdings History

Number of Shares
25,567.00
Current Holdings Value*
$3.26 Mil
% of Portfolio
1.67%
Total Estimate Gain
$329,576.95
% of Total Estimate Gain
9.83%

Kades & Cheifetz LLC's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2024-12-31, Kades & Cheifetz LLC held 25,567.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $3.26 Mil. This investment constitutes 1.67% of their stock portfolio, and Kades & Cheifetz LLC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2022Q4. And since then Kades & Cheifetz LLC has made 6 purchases of VYM, at an average price of $120.58, for a total of 27,813.00 shares. In addition, there have been 2 sales at an average price of $106.68 for 2,246.00 shares. Based on historical transaction data and VYM's current price of $134.69, Kades & Cheifetz LLC's estimated gain on his VYM holdings is $329,576.95, reflecting a 9.83% gain to date.

Kades & Cheifetz LLC VYM ($134.69) Holding Chart

Kades & Cheifetz LLC 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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