Pettinga Financial Advisors LLC VYM Holdings History
Pettinga Financial Advisors LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Pettinga Financial Advisors LLC held 81,756.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $10.54 Mil. This investment constitutes 2.48% of their stock portfolio, and Pettinga Financial Advisors LLC now holds 0.02% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2018Q4. And since then Pettinga Financial Advisors LLC has made 11 purchases of VYM, at an average price of $96.65, for a total of 182,402.00 shares. In addition, there have been 14 sales at an average price of $89.62 for 100,646.00 shares. Based on historical transaction data and VYM's current price of $135.82, Pettinga Financial Advisors LLC's estimated gain on his VYM holdings is $2.49 Mil, reflecting a 14.15% gain to date.
Pettinga Financial Advisors LLC VYM ($135.82) Holding Chart
Pettinga Financial Advisors LLC VYM ($135.82) 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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