Number of Shares
72,556.00
Current Holdings Value*
$9.36 Mil
% of Portfolio
5.87%
Total Estimate Gain
$2.21 Mil
% of Total Estimate Gain
25.85%

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 $136.66, waypoint wealth counsel's estimated gain on his VYM holdings is $2.21 Mil, reflecting a 25.85% gain to date.

waypoint wealth counsel VYM ($136.66) Holding Chart

waypoint wealth counsel 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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