WealthBridge Capital Management, LLC VYM Holdings History
WealthBridge Capital Management, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, WealthBridge Capital Management, LLC held 55,615.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $7.17 Mil. This investment constitutes 2.03% of their stock portfolio, and WealthBridge Capital Management, LLC now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2018Q4. And since then WealthBridge Capital Management, LLC has made 20 purchases of VYM, at an average price of $92.80, for a total of 62,688.00 shares. In addition, there have been 4 sales at an average price of $80.94 for 7,073.00 shares. Based on historical transaction data and VYM's current price of $136.66, WealthBridge Capital Management, LLC's estimated gain on his VYM holdings is $2.36 Mil, reflecting a 40.49% gain to date.
WealthBridge Capital Management, LLC VYM ($136.66) Holding Chart
WealthBridge Capital Management, LLC VYM ($136.66) 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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