Long Run Wealth Advisors, LLC VYM Holdings History
Long Run Wealth Advisors, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Long Run Wealth Advisors, LLC held 143,784.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $18.54 Mil. This investment constitutes 4.2% of their stock portfolio, and Long Run Wealth Advisors, LLC now holds 0.03% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2021Q4. And since then Long Run Wealth Advisors, LLC has made 9 purchases of VYM, at an average price of $110.23, for a total of 153,003.00 shares. In addition, there have been 3 sales at an average price of $109.11 for 9,219.00 shares. Based on historical transaction data and VYM's current price of $133.47, Long Run Wealth Advisors, LLC's estimated gain on his VYM holdings is $3.33 Mil, reflecting a 19.75% gain to date.
Long Run Wealth Advisors, LLC VYM ($133.47) Holding Chart
Long Run Wealth Advisors, LLC VYM ($133.47) 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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