Vanguard High Dividend Yield ETF shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Vanguard High Dividend Yield ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard High Dividend Yield ETF held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard High Dividend Yield ETF by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $575k | 4.5k | 128.20 |
| 2024-06-30 | $485k | 4.1k | 118.60 |
| 2024-03-31 | $494k | 4.1k | 120.99 |
| 2023-12-31 | $456k | 4.1k | 111.63 |
| 2023-09-30 | $422k | 4.1k | 103.32 |
| 2023-06-30 | $442k | 4.2k | 106.07 |
| 2023-03-31 | $431k | 4.1k | 105.50 |
| 2022-12-31 | $442k | 4.1k | 108.21 |
| 2022-06-30 | $263k | 2.6k | 101.66 |
| 2022-03-31 | $290k | 2.6k | 112.10 |
| 2019-12-31 | $219k | 2.3k | 93.75 |
| 2019-09-30 | $207k | 2.3k | 88.61 |
| 2019-06-30 | $204k | 2.3k | 87.33 |
| 2019-03-31 | $332k | 3.9k | 85.77 |
| 2018-12-31 | $302k | 3.9k | 78.02 |
More positions owned by Summit Wealth & Retirement Planning
View all positions for Summit Wealth & Retirement Planning
Top funds holding Vanguard High Dividend Yield ETF
View all funds holding Vanguard High Dividend Yield ETF