Prospect Financial Services LLC VYM Holdings History
Number of Shares
5,742.00
Current Holdings Value*
$740,490.00
% of Portfolio
0.41%
Total Estimate Gain
$21,704.76
% of Total Estimate Gain
2.89%
Prospect Financial Services LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Prospect Financial Services LLC held 5,742.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $740,490.00. This investment constitutes 0.41% of their stock portfolio, and Prospect Financial Services LLC now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2025Q1. And since then Prospect Financial Services LLC has made 1 purchases of VYM, at an average price of $130.91, for a total of 5,742.00 shares. Based on historical transaction data and VYM's current price of $134.69, Prospect Financial Services LLC's estimated gain on his VYM holdings is $21,704.76, reflecting a 2.89% gain to date.
Prospect Financial Services LLC VYM ($134.69) Holding Chart
Prospect Financial Services 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 % |
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