Ratio Wealth Group VYM Holdings History
Ratio Wealth Group's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2024-03-31, Ratio Wealth Group held 178,867.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $21.64 Mil. This investment constitutes 4.03% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2020Q4. And since then Ratio Wealth Group has made 10 purchases of VYM, at an average price of $92.60, for a total of 229,652.00 shares. In addition, there have been 2 sales at an average price of $105.07 for 50,785.00 shares. Based on historical transaction data and VYM's current price of $134.11, Ratio Wealth Group's estimated gain on his VYM holdings is $8.06 Mil, reflecting a 37.89% gain to date.
Ratio Wealth Group VYM ($134.11) Holding Chart
Ratio Wealth Group VYM ($134.11) 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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