Number of Shares
215,841.00
Current Holdings Value*
$27.84 Mil
% of Portfolio
3.59%
Total Estimate Gain
$22.73 Mil
% of Total Estimate Gain
18.87%

Opus Capital Group, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-03-31, Opus Capital Group, LLC held 215,841.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $27.84 Mil. This investment constitutes 3.59% of their stock portfolio, and Opus Capital Group, LLC now holds 0.05% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2013Q2. And since then Opus Capital Group, LLC has made 27 purchases of VYM, at an average price of $77.20, for a total of 1.56 Mil shares. In addition, there have been 19 sales at an average price of $84.84 for 1.34 Mil shares. Based on historical transaction data and VYM's current price of $134.90, Opus Capital Group, LLC's estimated gain on his VYM holdings is $22.73 Mil, reflecting a 18.87% gain to date.

Opus Capital Group, LLC VYM ($134.90) Holding Chart

Opus Capital Group, LLC VYM ($134.90) 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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