Operose Advisors LLC VYM Holdings History

Number of Shares
353,152.00
Current Holdings Value*
$45.54 Mil
% of Portfolio
15.09%
Total Estimate Gain
$11.82 Mil
% of Total Estimate Gain
19.68%

Operose Advisors LLC's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-03-31, Operose Advisors LLC held 353,152.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $45.54 Mil. This investment constitutes 15.09% of their stock portfolio, and Operose Advisors LLC now holds 0.07% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2021Q4. And since then Operose Advisors LLC has made 7 purchases of VYM, at an average price of $108.03, for a total of 555,959.00 shares. In addition, there have been 6 sales at an average price of $119.42 for 202,807.00 shares. Based on historical transaction data and VYM's current price of $134.95, Operose Advisors LLC's estimated gain on his VYM holdings is $11.82 Mil, reflecting a 19.68% gain to date.

Operose Advisors LLC VYM ($134.95) Holding Chart

Operose Advisors LLC VYM ($134.95) 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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