Number of Shares
44,249.00
Current Holdings Value*
$5.71 Mil
% of Portfolio
4.48%
Total Estimate Gain
$1.33 Mil
% of Total Estimate Gain
27.65%

MidAtlantic Capital Management, Inc.'s Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-03-31, MidAtlantic Capital Management, Inc. held 44,249.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $5.71 Mil. This investment constitutes 4.48% of their stock portfolio, and MidAtlantic Capital Management, Inc. now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2023Q4. And since then MidAtlantic Capital Management, Inc. has made 1 purchases of VYM, at an average price of $105.32, for a total of 45,697.00 shares. In addition, there have been 2 sales at an average price of $120.60 for 1,448.00 shares. Based on historical transaction data and VYM's current price of $134.90, MidAtlantic Capital Management, Inc.'s estimated gain on his VYM holdings is $1.33 Mil, reflecting a 27.65% gain to date.

MidAtlantic Capital Management, Inc. VYM ($134.90) Holding Chart

MidAtlantic Capital Management, Inc. VYM ($134.90) 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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