Number of Shares
20,044.00
Current Holdings Value*
$2.58 Mil
% of Portfolio
2.56%
Total Estimate Gain
$85,064.40
% of Total Estimate Gain
3.25%

M.E. ALLISON & CO., INC.'s Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-03-31, M.E. ALLISON & CO., INC. held 20,044.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $2.58 Mil. This investment constitutes 2.56% of their stock portfolio, and M.E. ALLISON & CO., INC. now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2024Q4. And since then M.E. ALLISON & CO., INC. has made 1 purchases of VYM, at an average price of $130.45, for a total of 20,044.00 shares. Based on historical transaction data and VYM's current price of $134.69, M.E. ALLISON & CO., INC.'s estimated gain on his VYM holdings is $85,064.40, reflecting a 3.25% gain to date.

M.E. ALLISON & CO., INC. VYM ($134.69) Holding Chart

M.E. ALLISON & CO., INC. 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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