Round Rock Advisors, LLC VYM Holdings History
Round Rock Advisors, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Round Rock Advisors, LLC held 292,497.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $37.72 Mil. This investment constitutes 7% of their stock portfolio, and Round Rock Advisors, LLC now holds 0.06% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2020Q4. And since then Round Rock Advisors, LLC has made 13 purchases of VYM, at an average price of $97.99, for a total of 299,450.00 shares. In addition, there have been 3 sales at an average price of $112.16 for 6,953.00 shares. Based on historical transaction data and VYM's current price of $134.61, Round Rock Advisors, LLC's estimated gain on his VYM holdings is $10.81 Mil, reflecting a 36.84% gain to date.
Round Rock Advisors, LLC VYM ($134.61) Holding Chart
Round Rock Advisors, LLC VYM ($134.61) 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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