Number of Shares
70,140.00
Current Holdings Value*
$9.05 Mil
% of Portfolio
3.94%
Total Estimate Gain
$4.67 Mil
% of Total Estimate Gain
54.52%

SONATA CAPITAL GROUP INC's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-03-31, SONATA CAPITAL GROUP INC held 70,140.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $9.05 Mil. This investment constitutes 3.94% of their stock portfolio, and SONATA CAPITAL GROUP INC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2014Q4. And since then SONATA CAPITAL GROUP INC has made 12 purchases of VYM, at an average price of $76.82, for a total of 111,463.00 shares. In addition, there have been 17 sales at an average price of $89.68 for 41,323.00 shares. Based on historical transaction data and VYM's current price of $135.81, SONATA CAPITAL GROUP INC's estimated gain on his VYM holdings is $4.67 Mil, reflecting a 54.52% gain to date.

SONATA CAPITAL GROUP INC VYM ($135.81) Holding Chart

SONATA CAPITAL GROUP INC VYM ($135.81) 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 %

Top Ranked Articles

  • 1