Number of Shares
101,186.00
Current Holdings Value*
$8.15 Mil
% of Portfolio
2.89%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
22.16%

SWEENEY & MICHEL, LLC's Vanguard International High Dividend Yield ETF Holding Summary

As of 2025-06-30, SWEENEY & MICHEL, LLC held 101,186.00 shares of Vanguard International High Dividend Yield ETF(VYMI), totaling $8.15 Mil. This investment constitutes 2.89% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0.08% of the outstanding Vanguard International High Dividend Yield ETF(VYMI) stock.

The initial trade took place in 2023Q1. And since then SWEENEY & MICHEL, LLC has made 7 purchases of VYMI, at an average price of $65.59, for a total of 101,186.00 shares. Based on historical transaction data and VYMI's current price of $80.12, SWEENEY & MICHEL, LLC's estimated gain on his VYMI holdings is $1.47 Mil, reflecting a 22.16% gain to date.

SWEENEY & MICHEL, LLC VYMI ($80.12) Holding Chart

SWEENEY & MICHEL, LLC VYMI ($80.12) 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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