Wellspring Financial Advisors, LLC VYM Holdings History
Wellspring Financial Advisors, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Wellspring Financial Advisors, LLC held 2.77 Mil shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $61.19 Mil. This investment constitutes 6.81% of their stock portfolio, and Wellspring Financial Advisors, LLC now holds 0.59% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2020Q1. And since then Wellspring Financial Advisors, LLC has made 13 purchases of VYM, at an average price of $112.54, for a total of 3.00 Mil shares. In addition, there have been 6 sales at an average price of $127.47 for 223,428.00 shares. Based on historical transaction data and VYM's current price of $135.46, Wellspring Financial Advisors, LLC's estimated gain on his VYM holdings is $66.88 Mil, reflecting a 19.84% gain to date.
Wellspring Financial Advisors, LLC VYM ($135.46) Holding Chart
Wellspring Financial Advisors, LLC VYM ($135.46) 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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