Summa Corp’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Sell |
4,000
-700
| -15% | -$93.3K | 0.28% | 38 |
|
|
2025
Q1 | $606K | Hold |
4,700
| – | – | 0.35% | 31 |
|
|
2024
Q4 | $600K | Hold |
4,700
| – | – | 0.29% | 31 |
|
|
2024
Q3 | $603K | Hold |
4,700
| – | – | 0.29% | 32 |
|
|
2024
Q2 | $557K | Hold |
4,700
| – | – | 0.27% | 29 |
|
|
2024
Q1 | $569K | Hold |
4,700
| – | – | 0.31% | 29 |
|
|
2023
Q4 | $525K | Buy |
+4,700
| New | +$525K | 0.37% | 32 |
|