Summit Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.8M Buy
2025
Q1
$9.46M Buy
2024
Q4
$8.44M Buy
2024
Q3
$8.4M Buy
2024
Q2
$7.49M Buy
2024
Q1
$6.76M Buy
2023
Q4
$5.41M Buy
2023
Q3
$4.94M Sell
2023
Q2
$5.15M Sell
2023
Q1
$5.19M Sell
2022
Q4
$5.34M Buy
2022
Q3
$4.54M Buy
2022
Q2
$4.84M Buy
2022
Q1
$5.08M Buy
2021
Q4
$3.81M Buy
2021
Q3
$1.68M Buy
2021
Q2
$1.5M Buy
2021
Q1
$315K Buy