Summit Wealth Partners, LLC's ownership history for VYM

Summit Wealth Partners, LLC currently holds 79.1K shares with a market value of $11.1M. It started holding VYM on 2024-09-30. At its peak, it held 82.7K shares on 2024-09-30. Its highest holding value was $11.1M on 2025-09-30. At its lowest, it held 76.3K shares on 2025-03-31, with a value of $9.8M on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 2.8K. In the recent year, Summit Wealth Partners, LLC has decreased its shares by 3.6K.