Wealth Dimensions Group, Ltd. VYM Holdings History
Wealth Dimensions Group, Ltd.'s Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Wealth Dimensions Group, Ltd. held 143,688.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $18.53 Mil. This investment constitutes 4.42% of their stock portfolio, and Wealth Dimensions Group, Ltd. now holds 0.03% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2020Q4. And since then Wealth Dimensions Group, Ltd. has made 15 purchases of VYM, at an average price of $105.98, for a total of 143,919.00 shares. In addition, there have been 2 sales at an average price of $96.55 for 231.00 shares. Based on historical transaction data and VYM's current price of $135.81, Wealth Dimensions Group, Ltd.'s estimated gain on his VYM holdings is $4.28 Mil, reflecting a 28.08% gain to date.
Wealth Dimensions Group, Ltd. VYM ($135.81) Holding Chart
Wealth Dimensions Group, Ltd. VYM ($135.81) 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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