SWP
Summit Wealth Partners’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 | $10.6M | Buy |
79,681
+3,387
| +4% | +$452K | 2.03% | 14 |
|
|
2025
Q1 | $9.84M | Sell |
76,294
-1,201
| -2% | -$155K | 2% | 16 |
|
|
2024
Q4 | $9.89M | Sell |
77,495
-5,169
| -6% | -$660K | 2.03% | 12 |
|
|
2024
Q3 | $10.6M | Sell |
82,664
-778
| -0.9% | -$99.7K | 2.04% | 12 |
|
|
2024
Q2 | $9.9M | Sell |
83,442
-5,017
| -6% | -$595K | 2.05% | 12 |
|
|
2024
Q1 | $10.7M | Sell |
88,459
-795
| -0.9% | -$96.2K | 2.28% | 12 |
|
|
2023
Q4 | $9.96M | Sell |
89,254
-4,641
| -5% | -$518K | 2.31% | 12 |
|
|
2023
Q3 | $9.7M | Buy |
93,895
+1,362
| +1% | +$141K | 2.48% | 11 |
|
|
2023
Q2 | $9.81M | Sell |
92,533
-1,998
| -2% | -$212K | 2.46% | 11 |
|
|
2023
Q1 | $9.97M | Buy |
94,531
+666
| +0.7% | +$70.3K | 2.56% | 10 |
|
|
2022
Q4 | $10.2M | Buy |
93,865
+1,082
| +1% | +$117K | 2.69% | 10 |
|
|
2022
Q3 | $8.8M | Sell |
92,783
-768
| -0.8% | -$72.9K | 2.48% | 12 |
|
|
2022
Q2 | $9.51M | Sell |
93,551
-6,679
| -7% | -$679K | 2.55% | 12 |
|
|
2022
Q1 | $11.3M | Sell |
100,230
-4,540
| -4% | -$510K | 2.55% | 13 |
|
|
2021
Q4 | $11.7M | Buy |
104,770
+104
| +0.1% | +$11.7K | 2.52% | 14 |
|
|
2021
Q3 | $10.8M | Buy |
104,666
+4,502
| +4% | +$465K | 2.56% | 14 |
|
|
2021
Q2 | $10.5M | Buy |
100,164
+1,827
| +2% | +$191K | 2.51% | 15 |
|
|
2021
Q1 | $9.94M | Buy |
98,337
+7,009
| +8% | +$709K | 2.55% | 15 |
|
|
2020
Q4 | $8.36M | Buy |
91,328
+7,669
| +9% | +$702K | 2.27% | 15 |
|
|
2020
Q3 | $6.77M | Buy |
83,659
+1,933
| +2% | +$156K | 2.04% | 16 |
|
|
2020
Q2 | $6.44M | Buy |
81,726
+516
| +0.6% | +$40.7K | 2.08% | 16 |
|
|
2020
Q1 | $5.75M | Buy |
81,210
+11,851
| +17% | +$838K | 2.34% | 16 |
|
|
2019
Q4 | $6.5M | Buy |
+69,359
| New | +$6.5M | 2.25% | 17 |
|