McNaughton Wealth Management, LLC VYM Holdings History
McNaughton Wealth Management, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, McNaughton Wealth Management, LLC held 32,059.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $4.27 Mil. This investment constitutes 1.91% of their stock portfolio, and McNaughton Wealth Management, LLC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2019Q4. And since then McNaughton Wealth Management, LLC has made 13 purchases of VYM, at an average price of $93.93, for a total of 126,418.00 shares. In addition, there have been 9 sales at an average price of $123.90 for 94,359.00 shares. Based on historical transaction data and VYM's current price of $136.33, McNaughton Wealth Management, LLC's estimated gain on his VYM holdings is $4.19 Mil, reflecting a 35.27% gain to date.
McNaughton Wealth Management, LLC VYM ($136.33) Holding Chart
McNaughton Wealth Management, LLC VYM ($136.33) 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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