Martel Wealth Advisors Inc VYM Holdings History
Martel Wealth Advisors Inc's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, Martel Wealth Advisors Inc held 692,364.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $92.30 Mil. This investment constitutes 17.11% of their stock portfolio, and Martel Wealth Advisors Inc now holds 0.16% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2019Q4. And since then Martel Wealth Advisors Inc has made 12 purchases of VYM, at an average price of $95.72, for a total of 716,003.00 shares. In addition, there have been 1 sales at an average price of $113.26 for 23,639.00 shares. Based on historical transaction data and VYM's current price of $134.69, Martel Wealth Advisors Inc's estimated gain on his VYM holdings is $27.39 Mil, reflecting a 39.97% gain to date.
Martel Wealth Advisors Inc VYM ($134.69) Holding Chart
Martel Wealth Advisors 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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