Sullivan, Bruyette, Speros & Blaney, Inc. VYM Holdings History
Sullivan, Bruyette, Speros & Blaney, Inc.'s Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2021-03-31, Sullivan, Bruyette, Speros & Blaney, Inc. held 2.23 Mil shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $225.79 Mil. This investment constitutes 10.06% of their stock portfolio, and Sullivan, Bruyette, Speros & Blaney, Inc. now holds 0.55% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2018Q2. And since then Sullivan, Bruyette, Speros & Blaney, Inc. has made 6 purchases of VYM, at an average price of $84.02, for a total of 2.32 Mil shares. In addition, there have been 6 sales at an average price of $82.42 for 87,704.00 shares. Based on historical transaction data and VYM's current price of $136.48, Sullivan, Bruyette, Speros & Blaney, Inc.'s estimated gain on his VYM holdings is $117.03 Mil, reflecting a 60.01% gain to date.
Sullivan, Bruyette, Speros & Blaney, Inc. VYM ($136.48) Holding Chart
Sullivan, Bruyette, Speros & Blaney, Inc. VYM ($136.48) 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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