Summit Financial Wealth Advisors, LLC VYMI Holdings History
Summit Financial Wealth Advisors, LLC's Vanguard International High Dividend Yield ETF Holding Summary
As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 430,002.00 shares of Vanguard International High Dividend Yield ETF(VYMI), totaling $31.69 Mil. This investment constitutes 6.29% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0.37% of the outstanding Vanguard International High Dividend Yield ETF(VYMI) stock.
The initial trade took place in 2022Q3. And since then Summit Financial Wealth Advisors, LLC has made 8 purchases of VYMI, at an average price of $58.96, for a total of 446,715.00 shares. In addition, there have been 3 sales at an average price of $61.74 for 16,713.00 shares. Based on historical transaction data and VYMI's current price of $81.16, Summit Financial Wealth Advisors, LLC's estimated gain on his VYMI holdings is $9.59 Mil, reflecting a 36.41% gain to date.
Summit Financial Wealth Advisors, LLC VYMI ($81.16) Holding Chart
Summit Financial Wealth Advisors, LLC VYMI ($81.16) 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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