Vanguard High Dividend Yield ETF shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Vanguard High Dividend Yield ETF
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Quarterly reported holdings in Vanguard High Dividend Yield ETF by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $9.9M | 83k | 118.60 |
| 2024-03-31 | $11M | 89k | 120.99 |
| 2023-12-31 | $10M | 89k | 111.63 |
| 2023-09-30 | $9.7M | 94k | 103.32 |
| 2023-06-30 | $9.8M | 93k | 106.07 |
| 2023-03-31 | $10M | 95k | 105.50 |
| 2022-12-31 | $10M | 94k | 108.21 |
| 2022-09-30 | $8.8M | 93k | 94.88 |
| 2022-06-30 | $9.5M | 94k | 101.70 |
| 2022-03-31 | $11M | 100k | 112.25 |
| 2021-12-31 | $12M | 105k | 112.11 |
| 2021-09-30 | $11M | 105k | 103.35 |
| 2021-06-30 | $11M | 100k | 104.77 |
| 2021-03-31 | $9.9M | 98k | 101.09 |
| 2020-12-31 | $8.4M | 91k | 91.51 |
| 2020-09-30 | $6.8M | 84k | 80.93 |
| 2020-06-30 | $6.4M | 82k | 78.78 |
| 2020-03-31 | $5.7M | 81k | 70.75 |
| 2019-12-31 | $6.5M | 69k | 93.71 |
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