Wealth Management Associates, Inc. VYM Holdings History
Wealth Management Associates, Inc.'s Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Wealth Management Associates, Inc. held 43,048.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $5.55 Mil. This investment constitutes 2.38% of their stock portfolio, and Wealth Management Associates, Inc. now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2020Q2. And since then Wealth Management Associates, Inc. has made 10 purchases of VYM, at an average price of $81.77, for a total of 51,392.00 shares. In addition, there have been 8 sales at an average price of $108.36 for 8,344.00 shares. Based on historical transaction data and VYM's current price of $136.20, Wealth Management Associates, Inc.'s estimated gain on his VYM holdings is $2.56 Mil, reflecting a 61.03% gain to date.
Wealth Management Associates, Inc. VYM ($136.20) Holding Chart
Wealth Management Associates, Inc. VYM ($136.20) 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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