WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC VYM Holdings History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 55,240.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $7.12 Mil. This investment constitutes 2.53% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2019Q4. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 13 purchases of VYM, at an average price of $96.37, for a total of 108,120.00 shares. In addition, there have been 8 sales at an average price of $106.44 for 52,880.00 shares. Based on historical transaction data and VYM's current price of $134.69, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his VYM holdings is $2.65 Mil, reflecting a 25.42% gain to date.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC VYM ($134.69) Holding Chart
WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
