WHEATLAND ADVISORS INC VYM Holdings History
Number of Shares
14,450.00
Current Holdings Value*
$1.14 Mil
% of Portfolio
4.72%
Total Estimate Gain
$645,822.50
% of Total Estimate Gain
49.48%
WHEATLAND ADVISORS INC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2020-06-30, WHEATLAND ADVISORS INC held 14,450.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $1.14 Mil. This investment constitutes 4.72% of their stock portfolio, and WHEATLAND 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 WHEATLAND ADVISORS INC has made 3 purchases of VYM, at an average price of $90.33, for a total of 14,450.00 shares. Based on historical transaction data and VYM's current price of $135.02, WHEATLAND ADVISORS INC's estimated gain on his VYM holdings is $645,822.50, reflecting a 49.48% gain to date.
WHEATLAND ADVISORS INC VYM ($135.02) Holding Chart
WHEATLAND ADVISORS INC VYM ($135.02) 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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