Baystate Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$51.8K	Hold	463	–	–	﹤0.01%	377
2023 Q3	$47.9K	Hold	463	–	–	﹤0.01%	345
2023 Q2	$49.2K	Sell	463 -532	-53%	-$55.8K	﹤0.01%	332
2023 Q1	$105K	Buy	995 +4	+0.4%	+$430	0.01%	245
2022 Q4	$107K	Buy	991 +5	+0.5%	+$532	0.01%	249
2022 Q3	$94K	Sell	986 -8,462	-90%	-$880K	0.01%	239
2022 Q2	$961K	Sell	9,448 -109	-1%	-$11.8K	0.09%	84
2022 Q1	$1.07M	Buy	9,557 +4	+0%	+$446	0.09%	76
2021 Q4	$1.07M	Buy	9,553 +432	+5%	+$47K	0.1%	75
2021 Q3	$943K	Buy	9,121 +621	+7%	+$65.7K	0.09%	70
2021 Q2	$891K	Buy	8,500 +34	+0.4%	+$3.57K	0.09%	71
2021 Q1	$856K	Sell	8,466 -328	-4%	-$31.6K	0.09%	67
2020 Q4	$805K	Buy	8,794 +328	+4%	+$28.5K	0.09%	62
2020 Q3	$685K	Hold	8,466	–	–	0.08%	65
2020 Q2	$667K	Buy	8,466 +401	+5%	+$31.2K	0.08%	61
2020 Q1	$571K	Buy	8,065 +7,456	+1,224%	+$641K	0.08%	56
2019 Q4	$57K	Buy	609 +406	+200%	+$36.8K	0.01%	217
2019 Q3	$18K	Buy	203 +2	+1%	+$175	﹤0.01%	302
2019 Q2	$18K	Buy	201 +2	+1%	+$173	﹤0.01%	314
2019 Q1	$18K	Buy	199 +1	+0.5%	+$84	﹤0.01%	320
2018 Q4	$16K	Buy	198 +2	+1%	+$167	﹤0.01%	329
2018 Q3	$17K	Buy	+196	New	+$17K	﹤0.01%	320