BWM
Birchcreek Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
10,421
+297
| +3% | +$39.6K | 0.79% | 25 |
|
|
2025
Q1 | $1.31M | Sell |
10,124
-18
| -0.2% | -$2.32K | 0.82% | 22 |
|
|
2024
Q4 | $1.29M | Sell |
10,142
-4
| -0% | -$510 | 0.81% | 25 |
|
|
2024
Q3 | $1.3M | Sell |
10,146
-1,048
| -9% | -$134K | 0.85% | 27 |
|
|
2024
Q2 | $1.33M | Sell |
11,194
-1
| -0% | -$119 | 0.75% | 30 |
|
|
2024
Q1 | $1.35M | Sell |
11,195
-73
| -0.6% | -$8.83K | 0.71% | 35 |
|
|
2023
Q4 | $1.26M | Sell |
11,268
-501
| -4% | -$55.9K | 0.75% | 35 |
|
|
2023
Q3 | $1.22M | Sell |
11,769
-1,658
| -12% | -$171K | 0.82% | 32 |
|
|
2023
Q2 | $1.42M | Buy |
13,427
+932
| +7% | +$98.9K | 0.99% | 25 |
|
|
2023
Q1 | $1.32M | Buy |
12,495
+2,071
| +20% | +$218K | 1.04% | 26 |
|
|
2022
Q4 | $1.13M | Hold |
10,424
| – | – | 1% | 28 |
|
|
2022
Q3 | $989K | Buy |
10,424
+92
| +0.9% | +$8.73K | 0.92% | 28 |
|
|
2022
Q2 | $1.05M | Buy |
10,332
+2,120
| +26% | +$216K | 0.94% | 29 |
|
|
2022
Q1 | $922K | Buy |
8,212
+74
| +0.9% | +$8.31K | 0.82% | 32 |
|
|
2021
Q4 | $912K | Buy |
8,138
+1
| +0% | +$112 | 0.8% | 34 |
|
|
2021
Q3 | $841K | Buy |
8,137
+78
| +1% | +$8.06K | 0.78% | 34 |
|
|
2021
Q2 | $844K | Sell |
8,059
-187
| -2% | -$19.6K | 0.81% | 34 |
|
|
2021
Q1 | $834K | Sell |
8,246
-8
| -0.1% | -$809 | 0.88% | 35 |
|
|
2020
Q4 | $755K | Buy |
+8,254
| New | +$755K | 0.74% | 35 |
|