Western Pacific Wealth Management, LP VYM Holdings History
Western Pacific Wealth Management, LP's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-06-30, Western Pacific Wealth Management, LP held 57,384.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $7.65 Mil. This investment constitutes 7.34% of their stock portfolio, and Western Pacific Wealth Management, LP now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2021Q4. And since then Western Pacific Wealth Management, LP has made 12 purchases of VYM, at an average price of $112.12, for a total of 61,641.00 shares. In addition, there have been 2 sales at an average price of $106.09 for 4,257.00 shares. Based on historical transaction data and VYM's current price of $134.69, Western Pacific Wealth Management, LP's estimated gain on his VYM holdings is $1.27 Mil, reflecting a 18.37% gain to date.
Western Pacific Wealth Management, LP VYM ($134.69) Holding Chart
Western Pacific Wealth Management, LP 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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