YARGER WEALTH STRATEGIES, LLC VYM Holdings History
YARGER WEALTH STRATEGIES, LLC's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 55,016.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $7.09 Mil. This investment constitutes 4.14% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC 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 YARGER WEALTH STRATEGIES, LLC has made 7 purchases of VYM, at an average price of $112.75, for a total of 86,447.00 shares. In addition, there have been 6 sales at an average price of $121.11 for 31,431.00 shares. Based on historical transaction data and VYM's current price of $134.69, YARGER WEALTH STRATEGIES, LLC's estimated gain on his VYM holdings is $1.47 Mil, reflecting a 15.08% gain to date.
YARGER WEALTH STRATEGIES, LLC VYM ($134.69) Holding Chart
YARGER WEALTH STRATEGIES, LLC 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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