Stonebridge Financial Planning Group, LLC VYM Holdings History
Stonebridge Financial Planning Group, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 16,767.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $2.16 Mil. This investment constitutes 0.99% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2019Q4. And since then Stonebridge Financial Planning Group, LLC has made 1 purchases of VYM, at an average price of $126.44, for a total of 18,642.00 shares. In addition, there have been 6 sales at an average price of $103.85 for 1,875.00 shares. Based on historical transaction data and VYM's current price of $132.18, Stonebridge Financial Planning Group, LLC's estimated gain on his VYM holdings is $53,828.24, reflecting a 2.28% gain to date.
Stonebridge Financial Planning Group, LLC VYM ($132.18) Holding Chart
Stonebridge Financial Planning Group, LLC VYM ($132.18) 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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