Summit Wealth Group’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 | $701K | Hold |
5,261
| – | – | 0.18% | 51 |
|
|
2025
Q1 | $678K | Hold |
5,261
| – | – | 0.2% | 50 |
|
|
2024
Q4 | $671K | Sell |
5,261
-17
| -0.3% | -$2.17K | 0.19% | 50 |
|
|
2024
Q3 | $677K | Hold |
5,278
| – | – | 0.2% | 50 |
|
|
2024
Q2 | $626K | Buy |
+5,278
| New | +$626K | 0.19% | 48 |
|
|
2023
Q3 | – | Sell |
-3,737
| Closed | -$396K | – | 81 |
|
|
2023
Q2 | $396K | Sell |
3,737
-390,517
| -99% | -$41.4M | 0.16% | 50 |
|
|
2023
Q1 | $4K | Buy |
+394,254
| New | +$4K | 0.1% | 63 |
|