SF
Summit Financial’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
103,247
+29,908
| +41% | +$3.99M | 0.31% | 59 |
|
|
2025
Q1 | $9.46M | Buy |
73,339
+7,201
| +11% | +$929K | 0.27% | 70 |
|
|
2024
Q4 | $8.44M | Buy |
66,138
+621
| +0.9% | +$79.2K | 0.3% | 61 |
|
|
2024
Q3 | $8.4M | Buy |
65,517
+2,337
| +4% | +$300K | 0.33% | 55 |
|
|
2024
Q2 | $7.49M | Buy |
63,180
+7,278
| +13% | +$863K | 0.34% | 48 |
|
|
2024
Q1 | $6.76M | Buy |
55,902
+7,403
| +15% | +$896K | 0.4% | 36 |
|
|
2023
Q4 | $5.41M | Buy |
48,499
+697
| +1% | +$77.8K | 0.35% | 39 |
|
|
2023
Q3 | $4.94M | Sell |
47,802
-787
| -2% | -$81.3K | 0.36% | 39 |
|
|
2023
Q2 | $5.15M | Sell |
48,589
-646
| -1% | -$68.5K | 0.38% | 36 |
|
|
2023
Q1 | $5.19M | Sell |
49,235
-156
| -0.3% | -$16.5K | 0.45% | 24 |
|
|
2022
Q4 | $5.34M | Buy |
49,391
+1,493
| +3% | +$162K | 0.5% | 20 |
|
|
2022
Q3 | $4.54M | Buy |
47,898
+296
| +0.6% | +$28.1K | 0.43% | 25 |
|
|
2022
Q2 | $4.84M | Buy |
47,602
+2,389
| +5% | +$243K | 0.45% | 23 |
|
|
2022
Q1 | $5.08M | Buy |
45,213
+11,260
| +33% | +$1.26M | 0.4% | 26 |
|
|
2021
Q4 | $3.81M | Buy |
33,953
+17,680
| +109% | +$1.98M | 0.29% | 34 |
|
|
2021
Q3 | $1.68M | Buy |
16,273
+1,940
| +14% | +$201K | 0.14% | 53 |
|
|
2021
Q2 | $1.5M | Buy |
14,333
+11,219
| +360% | +$1.18M | 0.15% | 42 |
|
|
2021
Q1 | $315K | Buy |
+3,114
| New | +$315K | 0.04% | 47 |
|