Birch Hill Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Hold |
2,005
| – | – | 0.01% | 174 |
|
|
2025
Q1 | $259K | Buy |
+2,005
| New | +$259K | 0.01% | 169 |
|
|
2024
Q4 | – | Sell |
-5,818
| Closed | -$746K | – | 187 |
|
|
2024
Q3 | $746K | Hold |
5,818
| – | – | 0.04% | 119 |
|
|
2024
Q2 | $690K | Hold |
5,818
| – | – | 0.03% | 118 |
|
|
2024
Q1 | $704K | Buy |
+5,818
| New | +$704K | 0.03% | 112 |
|