Number of Shares
11,345.00
Current Holdings Value*
$1.51 Mil
% of Portfolio
0.79%
Total Estimate Gain
$231,980.81
% of Total Estimate Gain
13.43%

Richardson Capital Management LLC's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-06-30, Richardson Capital Management LLC held 11,345.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $1.51 Mil. This investment constitutes 0.79% of their stock portfolio, and Richardson Capital Management LLC now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2023Q4. And since then Richardson Capital Management LLC has made 5 purchases of VYM, at an average price of $115.38, for a total of 14,967.00 shares. In addition, there have been 1 sales at an average price of $114.57 for 3,622.00 shares. Based on historical transaction data and VYM's current price of $136.08, Richardson Capital Management LLC's estimated gain on his VYM holdings is $231,980.81, reflecting a 13.43% gain to date.

Richardson Capital Management LLC VYM ($136.08) Holding Chart

Richardson Capital Management LLC VYM ($136.08) 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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