PATHSTONE FAMILY OFFICE, LLC VYM Holdings History
PATHSTONE FAMILY OFFICE, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2023-09-30, PATHSTONE FAMILY OFFICE, LLC held 1.50 Mil shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $155.23 Mil. This investment constitutes 1.18% of their stock portfolio, and PATHSTONE FAMILY OFFICE, LLC now holds 0.32% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2013Q4. And since then PATHSTONE FAMILY OFFICE, LLC has made 12 purchases of VYM, at an average price of $104.23, for a total of 1.73 Mil shares. In addition, there have been 10 sales at an average price of $90.84 for 227,935.00 shares. Based on historical transaction data and VYM's current price of $136.66, PATHSTONE FAMILY OFFICE, LLC's estimated gain on his VYM holdings is $45.68 Mil, reflecting a 25.33% gain to date.
PATHSTONE FAMILY OFFICE, LLC VYM ($136.66) Holding Chart
PATHSTONE FAMILY OFFICE, 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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