WEALTH ADVISORS, INC. VYM Holdings History

Number of Shares
12,614.00
Current Holdings Value*
$1.30 Mil
% of Portfolio
0.58%
Total Estimate Gain
$242,527.87
% of Total Estimate Gain
1.90%

WEALTH ADVISORS, INC.'s Vanguard High Dividend Yield Indx ETF Holding Summary

As of 2023-09-30, WEALTH ADVISORS, INC. held 12,614.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $1.30 Mil. This investment constitutes 0.58% of their stock portfolio, and WEALTH ADVISORS, INC. now holds 0% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.

The initial trade took place in 2019Q4. And since then WEALTH ADVISORS, INC. has made 3 purchases of VYM, at an average price of $91.08, for a total of 140,208.00 shares. In addition, there have been 9 sales at an average price of $88.89 for 127,594.00 shares. Based on historical transaction data and VYM's current price of $132.52, WEALTH ADVISORS, INC.'s estimated gain on his VYM holdings is $242,527.87, reflecting a 1.90% gain to date.

WEALTH ADVISORS, INC. VYM ($132.52) Holding Chart

WEALTH ADVISORS, INC. VYM ($132.52) 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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