MILES CAPITAL, INC. VYM Holdings History

Number of Shares
22,737.00
Current Holdings Value*
$1.61 Mil
% of Portfolio
1.73%
Total Estimate Gain
$1.15 Mil
% of Total Estimate Gain
54.72%

MILES CAPITAL, INC.'s Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2020-03-31, MILES CAPITAL, INC. held 22,737.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $1.61 Mil. This investment constitutes 1.73% of their stock portfolio, and MILES CAPITAL, INC. now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2018Q2. And since then MILES CAPITAL, INC. has made 3 purchases of VYM, at an average price of $84.02, for a total of 25,102.00 shares. In addition, there have been 5 sales at an average price of $84.83 for 2,365.00 shares. Based on historical transaction data and VYM's current price of $134.69, MILES CAPITAL, INC.'s estimated gain on his VYM holdings is $1.15 Mil, reflecting a 54.72% gain to date.

MILES CAPITAL, INC. VYM ($134.69) Holding Chart

MILES CAPITAL, 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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