Summit Wealth & Retirement Planning’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
Q3 | $632K | Hold |
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|
2025
Q2 | $598K | Hold |
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|
2025
Q1 | $579K | Hold |
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|
2024
Q4 | $572K | Hold |
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|
2024
Q3 | $575K | Buy |
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|
2024
Q2 | $485K | Hold |
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|
2024
Q1 | $494K | Hold |
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|
2023
Q4 | $456K | Hold |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $431K | Hold |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $263K | Hold |
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|
2022
Q1 | $290K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Hold |
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|
2019
Q3 | $207K | Hold |
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|
2019
Q2 | $204K | Sell |
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|
2019
Q1 | $332K | Hold |
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|
2018
Q4 | $302K | Buy |
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