Planning Solutions Group LLC VYM Holdings History
Planning Solutions Group LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2019-06-30, Planning Solutions Group LLC held 88,738.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $7.75 Mil. This investment constitutes 4.13% of their stock portfolio, and Planning Solutions Group 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 Planning Solutions Group LLC has made 2 purchases of VYM, at an average price of $83.28, for a total of 88,738.00 shares. Based on historical transaction data and VYM's current price of $131.97, Planning Solutions Group LLC's estimated gain on his VYM holdings is $4.32 Mil, reflecting a 58.46% gain to date.
Planning Solutions Group LLC VYM ($131.97) Holding Chart
Planning Solutions Group LLC VYM ($131.97) 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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