Number of Shares
161,282.00
Current Holdings Value*
$19.53 Mil
% of Portfolio
12.1%
Total Estimate Gain
$3.84 Mil
% of Total Estimate Gain
21.16%

VAUGHAN & Co SECURITIES, INC.'s iShares Core High Dividend ETF Holding Summary

As of 2025-03-31, VAUGHAN & Co SECURITIES, INC. held 161,282.00 shares of iShares Core High Dividend ETF(HDV), totaling $19.53 Mil. This investment constitutes 12.1% of their stock portfolio, and VAUGHAN & Co SECURITIES, INC. now holds 0.17% of the outstanding iShares Core High Dividend ETF(HDV) stock.

The initial trade took place in 2019Q4. And since then VAUGHAN & Co SECURITIES, INC. has made 15 purchases of HDV, at an average price of $95.73, for a total of 189,679.00 shares. In addition, there have been 5 sales at an average price of $99.49 for 28,397.00 shares. Based on historical transaction data and HDV's current price of $118.89, VAUGHAN & Co SECURITIES, INC.'s estimated gain on his HDV holdings is $3.84 Mil, reflecting a 21.16% gain to date.

VAUGHAN & Co SECURITIES, INC. HDV ($118.89) Holding Chart

VAUGHAN & Co SECURITIES, INC. HDV ($118.89) 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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