Wharton Business Group, LLC VYM Holdings History
Wharton Business Group, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, Wharton Business Group, LLC held 890,518.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $114.84 Mil. This investment constitutes 5.19% of their stock portfolio, and Wharton Business Group, LLC now holds 0.18% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2014Q1. And since then Wharton Business Group, LLC has made 24 purchases of VYM, at an average price of $87.03, for a total of 2.07 Mil shares. In addition, there have been 12 sales at an average price of $78.78 for 1.18 Mil shares. Based on historical transaction data and VYM's current price of $136.66, Wharton Business Group, LLC's estimated gain on his VYM holdings is $34.45 Mil, reflecting a 19.11% gain to date.
Wharton Business Group, LLC VYM ($136.66) Holding Chart
Wharton Business Group, 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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