Number of Shares
140,372.00
Current Holdings Value*
$18.10 Mil
% of Portfolio
7.27%
Total Estimate Gain
$2.88 Mil
% of Total Estimate Gain
16.18%

Select Asset Management & Trust's Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2025-03-31, Select Asset Management & Trust held 140,372.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $18.10 Mil. This investment constitutes 7.27% of their stock portfolio, and Select Asset Management & Trust now holds 0.03% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2020Q4. And since then Select Asset Management & Trust has made 5 purchases of VYM, at an average price of $113.65, for a total of 156,783.00 shares. In addition, there have been 9 sales at an average price of $109.01 for 16,411.00 shares. Based on historical transaction data and VYM's current price of $134.73, Select Asset Management & Trust's estimated gain on his VYM holdings is $2.88 Mil, reflecting a 16.18% gain to date.

Select Asset Management & Trust VYM ($134.73) Holding Chart

Select Asset Management & Trust VYM ($134.73) 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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