BHIA
Birch Hill Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Hold |
2,521
| – | – | 0.03% | 136 |
|
|
2025
Q1 | $559K | Hold |
2,521
| – | – | 0.03% | 134 |
|
|
2024
Q4 | $606K | Sell |
2,521
-4
| -0.2% | -$961 | 0.03% | 133 |
|
|
2024
Q3 | $599K | Buy |
2,525
+4
| +0.2% | +$949 | 0.03% | 129 |
|
|
2024
Q2 | $550K | Hold |
2,521
| – | – | 0.03% | 128 |
|
|
2024
Q1 | $576K | Buy |
2,521
+50
| +2% | +$11.4K | 0.03% | 122 |
|
|
2023
Q4 | $527K | Buy |
2,471
+253
| +11% | +$54K | 0.03% | 115 |
|
|
2023
Q3 | $419K | Hold |
2,218
| – | – | 0.03% | 123 |
|
|
2023
Q2 | $441K | Sell |
2,218
-413
| -16% | -$82.1K | 0.03% | 120 |
|
|
2023
Q1 | $499K | Sell |
2,631
-131
| -5% | -$24.8K | 0.03% | 118 |
|
|
2022
Q4 | $507K | Hold |
2,762
| – | – | 0.03% | 115 |
|
|
2022
Q3 | $472K | Hold |
2,762
| – | – | 0.03% | 109 |
|
|
2022
Q2 | $486K | Hold |
2,762
| – | – | 0.03% | 114 |
|
|
2022
Q1 | $587K | Hold |
2,762
| – | – | 0.03% | 113 |
|
|
2021
Q4 | $624K | Buy |
2,762
+160
| +6% | +$36.1K | 0.03% | 115 |
|
|
2021
Q3 | $569K | Buy |
+2,602
| New | +$569K | 0.03% | 118 |
|