LifeSteps Financial, Inc. VYM Holdings History
LifeSteps Financial, Inc.'s Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, LifeSteps Financial, Inc. held 29,777.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $3.97 Mil. This investment constitutes 2.73% of their stock portfolio, and LifeSteps Financial, Inc. now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2019Q4. And since then LifeSteps Financial, Inc. has made 3 purchases of VYM, at an average price of $92.46, for a total of 50,780.00 shares. In addition, there have been 19 sales at an average price of $100.00 for 21,003.00 shares. Based on historical transaction data and VYM's current price of $136.08, LifeSteps Financial, Inc.'s estimated gain on his VYM holdings is $1.46 Mil, reflecting a 31.03% gain to date.
LifeSteps Financial, Inc. VYM ($136.08) Holding Chart
LifeSteps Financial, Inc. VYM ($136.08) 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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