Waypoint Wealth Counsel VYM Holdings History
waypoint wealth counsel's Vanguard High Dividend Yield Indx ETF Holding Summary
As of 2025-03-31, waypoint wealth counsel held 72,556.00 shares of Vanguard High Dividend Yield Indx ETF(VYM), totaling $9.36 Mil. This investment constitutes 5.87% of their stock portfolio, and waypoint wealth counsel now holds 0.01% of the outstanding Vanguard High Dividend Yield Indx ETF(VYM) stock.
The initial trade took place in 2022Q4. And since then waypoint wealth counsel has made 5 purchases of VYM, at an average price of $106.82, for a total of 80,128.00 shares. In addition, there have been 4 sales at an average price of $113.08 for 7,572.00 shares. Based on historical transaction data and VYM's current price of $136.08, waypoint wealth counsel's estimated gain on his VYM holdings is $2.17 Mil, reflecting a 25.36% gain to date.
waypoint wealth counsel VYM ($136.08) Holding Chart
waypoint wealth counsel VYM ($136.08) 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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