Sterling Financial Planning, Inc. VYM Holdings History
Sterling Financial Planning, Inc.'s Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 71,305.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $9.20 Mil. This investment constitutes 3.33% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.02% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2020Q4. And since then Sterling Financial Planning, Inc. has made 17 purchases of VYM, at an average price of $98.52, for a total of 71,305.00 shares. Based on historical transaction data and VYM's current price of $134.69, Sterling Financial Planning, Inc.'s estimated gain on his VYM holdings is $2.58 Mil, reflecting a 36.72% gain to date.
Sterling Financial Planning, Inc. VYM ($134.69) Holding Chart
Sterling Financial Planning, Inc. VYM ($134.69) 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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