Olistico Wealth, LLC VYM Holdings History
Olistico Wealth, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, Olistico Wealth, LLC held 2,415.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $321,940.00. This investment constitutes 0.18% of their stock portfolio, and Olistico Wealth, LLC now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2022Q4. And since then Olistico Wealth, LLC has made 6 purchases of VYM, at an average price of $115.74, for a total of 10,623.00 shares. In addition, there have been 2 sales at an average price of $112.36 for 8,208.00 shares. Based on historical transaction data and VYM's current price of $136.66, Olistico Wealth, LLC's estimated gain on his VYM holdings is $22,795.26, reflecting a 1.85% gain to date.
Olistico Wealth, LLC VYM ($136.66) Holding Chart
Olistico Wealth, LLC 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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