SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for VYM

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 4.4K shares with a market value of $656.7K. It started holding VYM on 2024-09-30. At its peak, it held 4.7K shares on 2025-12-31. Its highest holding value was $671.7K on 2025-12-31. At its lowest, it held 4.4K shares on 2026-03-31, with a value of $572.4K on 2024-12-31. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 52. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 52.