OAK HILL WEALTH ADVISORS, LLC VYM Holdings History
OAK HILL WEALTH ADVISORS, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, OAK HILL WEALTH ADVISORS, LLC held 128,264.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $16.54 Mil. This investment constitutes 3.84% of their stock portfolio, and OAK HILL WEALTH ADVISORS, LLC now holds 0.03% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2022Q4. And since then OAK HILL WEALTH ADVISORS, LLC has made 7 purchases of VYM, at an average price of $117.17, for a total of 491,305.00 shares. In addition, there have been 2 sales at an average price of $119.03 for 363,041.00 shares. Based on historical transaction data and VYM's current price of $135.04, OAK HILL WEALTH ADVISORS, LLC's estimated gain on his VYM holdings is $2.97 Mil, reflecting a 5.15% gain to date.
OAK HILL WEALTH ADVISORS, LLC VYM ($135.04) Holding Chart
OAK HILL WEALTH ADVISORS, LLC VYM ($135.04) 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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