Number of Shares
4,611.00
Current Holdings Value*
$614,650.00
% of Portfolio
0.47%
Total Estimate Gain
$12,723.04
% of Total Estimate Gain
1.50%

Kagan Cocozza Asset Management's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-06-30, Kagan Cocozza Asset Management held 4,611.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $614,650.00. This investment constitutes 0.47% of their stock portfolio, and Kagan Cocozza Asset Management now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $126.74 for 1,877.00 shares. Based on historical transaction data and VYM's current price of $134.69, Kagan Cocozza Asset Management's estimated gain on his VYM holdings is $12,723.04, reflecting a 1.50% gain to date.

Kagan Cocozza Asset Management VYM ($134.69) Holding Chart

Kagan Cocozza Asset Management 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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