Waldron Private Wealth LLC VYM Holdings History
Waldron Private Wealth LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Waldron Private Wealth LLC held 353,240.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $45.55 Mil. This investment constitutes 2.15% of their stock portfolio, and Waldron Private Wealth LLC now holds 0.07% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2017Q1. And since then Waldron Private Wealth LLC has made 7 purchases of VYM, at an average price of $86.09, for a total of 597,553.00 shares. In addition, there have been 17 sales at an average price of $108.91 for 244,313.00 shares. Based on historical transaction data and VYM's current price of $134.69, Waldron Private Wealth LLC's estimated gain on his VYM holdings is $22.74 Mil, reflecting a 44.20% gain to date.
Waldron Private Wealth LLC VYM ($134.69) Holding Chart
Waldron Private Wealth 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 % | |||
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