Tepp RIA, LLC VYM Holdings History
Number of Shares
125,823.00
Current Holdings Value*
$16.77 Mil
% of Portfolio
21.65%
Total Estimate Gain
$529,975.26
% of Total Estimate Gain
3.23%
Tepp RIA, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, Tepp RIA, LLC held 125,823.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $16.77 Mil. This investment constitutes 21.65% of their stock portfolio, and Tepp RIA, LLC now holds 0.03% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2024Q4. And since then Tepp RIA, LLC has made 2 purchases of VYM, at an average price of $130.48, for a total of 125,823.00 shares. Based on historical transaction data and VYM's current price of $134.69, Tepp RIA, LLC's estimated gain on his VYM holdings is $529,975.26, reflecting a 3.23% gain to date.
Tepp RIA, LLC VYM ($134.69) Holding Chart
Tepp RIA, LLC 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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