Pinnacle Wealth Management Advisory Group, LLC VYM Holdings History
Pinnacle Wealth Management Advisory Group, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 292,163.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $37.68 Mil. This investment constitutes 3.51% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.06% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2015Q1. And since then Pinnacle Wealth Management Advisory Group, LLC has made 21 purchases of VYM, at an average price of $95.10, for a total of 323,633.00 shares. In addition, there have been 9 sales at an average price of $87.94 for 31,470.00 shares. Based on historical transaction data and VYM's current price of $134.69, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his VYM holdings is $11.34 Mil, reflecting a 36.84% gain to date.
Pinnacle Wealth Management Advisory Group, LLC VYM ($134.69) Holding Chart
Pinnacle Wealth Management Advisory Group, LLC VYM ($134.69) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
