Number of Shares
197,984.00
Current Holdings Value*
$25.53 Mil
% of Portfolio
4.07%
Total Estimate Gain
$9.29 Mil
% of Total Estimate Gain
41.62%

Roble, Belko & Company, Inc's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-03-31, Roble, Belko & Company, Inc held 197,984.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $25.53 Mil. This investment constitutes 4.07% of their stock portfolio, and Roble, Belko & Company, Inc now holds 0.04% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2015Q1. And since then Roble, Belko & Company, Inc has made 16 purchases of VYM, at an average price of $89.98, for a total of 248,032.00 shares. In addition, there have been 12 sales at an average price of $90.90 for 50,048.00 shares. Based on historical transaction data and VYM's current price of $136.66, Roble, Belko & Company, Inc's estimated gain on his VYM holdings is $9.29 Mil, reflecting a 41.62% gain to date.

Roble, Belko & Company, Inc VYM ($136.66) Holding Chart

Roble, Belko & Company, Inc VYM ($136.66) 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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