Tilson Financial Group, Inc. VYM Holdings History
Tilson Financial Group, Inc.'s Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Tilson Financial Group, Inc. held 60,046.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $7.74 Mil. This investment constitutes 3.06% of their stock portfolio, and Tilson Financial Group, Inc. now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2022Q4. And since then Tilson Financial Group, Inc. has made 5 purchases of VYM, at an average price of $112.29, for a total of 176,260.00 shares. In addition, there have been 4 sales at an average price of $111.52 for 116,214.00 shares. Based on historical transaction data and VYM's current price of $135.81, Tilson Financial Group, Inc.'s estimated gain on his VYM holdings is $1.32 Mil, reflecting a 6.68% gain to date.
Tilson Financial Group, Inc. VYM ($135.81) Holding Chart
Tilson Financial Group, Inc. VYM ($135.81) 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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