Mittelman Wealth Management VYM Holdings History
Mittelman Wealth Management's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Mittelman Wealth Management held 147,052.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $18.96 Mil. This investment constitutes 17.11% of their stock portfolio, and Mittelman Wealth Management now holds 0.03% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2024Q1. And since then Mittelman Wealth Management has made 2 purchases of VYM, at an average price of $120.41, for a total of 235,542.00 shares. In addition, there have been 2 sales at an average price of $130.37 for 88,490.00 shares. Based on historical transaction data and VYM's current price of $134.69, Mittelman Wealth Management's estimated gain on his VYM holdings is $2.98 Mil, reflecting a 10.51% gain to date.
Mittelman Wealth Management VYM ($134.69) Holding Chart
Mittelman Wealth Management 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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