Number of Shares
538,915.00
Current Holdings Value*
$71.84 Mil
% of Portfolio
14.5%
Total Estimate Gain
$21.06 Mil
% of Total Estimate Gain
25.32%

MARINO, STRAM & ASSOCIATES LLC's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-06-30, MARINO, STRAM & ASSOCIATES LLC held 538,915.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $71.84 Mil. This investment constitutes 14.5% of their stock portfolio, and MARINO, STRAM & ASSOCIATES LLC now holds 0.12% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2018Q2. And since then MARINO, STRAM & ASSOCIATES LLC has made 27 purchases of VYM, at an average price of $98.86, for a total of 841,417.00 shares. In addition, there have been 3 sales at an average price of $104.67 for 302,502.00 shares. Based on historical transaction data and VYM's current price of $134.69, MARINO, STRAM & ASSOCIATES LLC's estimated gain on his VYM holdings is $21.06 Mil, reflecting a 25.32% gain to date.

MARINO, STRAM & ASSOCIATES LLC VYM ($134.69) Holding Chart

MARINO, STRAM & ASSOCIATES 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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