Number of Shares
39,043.00
Current Holdings Value*
$5.03 Mil
% of Portfolio
1.26%
Total Estimate Gain
$-3.35 Mil
% of Total Estimate Gain
-6.67%

Rosenberg Matthew Hamilton's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-03-31, Rosenberg Matthew Hamilton held 39,043.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $5.03 Mil. This investment constitutes 1.26% of their stock portfolio, and Rosenberg Matthew Hamilton now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2020Q1. And since then Rosenberg Matthew Hamilton has made 13 purchases of VYM, at an average price of $87.88, for a total of 570,704.00 shares. In addition, there have been 7 sales at an average price of $78.06 for 531,661.00 shares. Based on historical transaction data and VYM's current price of $135.76, Rosenberg Matthew Hamilton's estimated gain on his VYM holdings is $-3.35 Mil, reflecting a -6.67% gain to date.

Rosenberg Matthew Hamilton VYM ($135.76) Holding Chart

Rosenberg Matthew Hamilton VYM ($135.76) 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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