O'ROURKE & COMPANY, Inc VYM Holdings History
O'ROURKE & COMPANY, Inc's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, O'ROURKE & COMPANY, Inc held 15,067.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $2.01 Mil. This investment constitutes 0.94% of their stock portfolio, and O'ROURKE & COMPANY, Inc now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2021Q4. And since then O'ROURKE & COMPANY, Inc has made 14 purchases of VYM, at an average price of $114.55, for a total of 15,067.00 shares. Based on historical transaction data and VYM's current price of $136.66, O'ROURKE & COMPANY, Inc's estimated gain on his VYM holdings is $333,157.09, reflecting a 19.30% gain to date.
O'ROURKE & COMPANY, Inc VYM ($136.66) Holding Chart
O'ROURKE & COMPANY, Inc VYM ($136.66) 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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