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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

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Quarterly reported holdings in Vanguard High Dividend Yield ETF by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
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