Measured Wealth Private Client Group, LLC VYM Holdings History
Measured Wealth Private Client Group, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Measured Wealth Private Client Group, LLC held 173,313.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $22.35 Mil. This investment constitutes 7.17% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0.04% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2018Q2. And since then Measured Wealth Private Client Group, LLC has made 19 purchases of VYM, at an average price of $92.29, for a total of 279,049.00 shares. In addition, there have been 8 sales at an average price of $105.41 for 105,736.00 shares. Based on historical transaction data and VYM's current price of $134.95, Measured Wealth Private Client Group, LLC's estimated gain on his VYM holdings is $8.78 Mil, reflecting a 34.10% gain to date.
Measured Wealth Private Client Group, LLC VYM ($134.95) Holding Chart
Measured Wealth Private Client Group, LLC VYM ($134.95) 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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