CIA
Choate Investment Advisors’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 | $3.4M | Sell |
25,524
-116
| -0.5% | -$15.5K | 0.07% | 103 |
|
|
2025
Q1 | $3.31M | Sell |
25,640
-200
| -0.8% | -$25.8K | 0.08% | 100 |
|
|
2024
Q4 | $3.3M | Buy |
25,840
+136
| +0.5% | +$17.4K | 0.08% | 106 |
|
|
2024
Q3 | $3.3M | Buy |
25,704
+1,811
| +8% | +$232K | 0.08% | 102 |
|
|
2024
Q2 | $2.83M | Buy |
23,893
+200
| +0.8% | +$23.7K | 0.07% | 111 |
|
|
2024
Q1 | $2.87M | Buy |
+23,693
| New | +$2.87M | 0.08% | 118 |
|
|
2021
Q1 | – | Sell |
-2,410
| Closed | -$221K | – | 312 |
|
|
2020
Q4 | $221K | Buy |
+2,410
| New | +$221K | 0.01% | 230 |
|
|
2020
Q1 | – | Sell |
-2,410
| Closed | -$226K | – | 250 |
|
|
2019
Q4 | $226K | Hold |
2,410
| – | – | 0.01% | 212 |
|
|
2019
Q3 | $214K | Hold |
2,410
| – | – | 0.01% | 215 |
|
|
2019
Q2 | $211K | Hold |
2,410
| – | – | 0.01% | 218 |
|
|
2019
Q1 | $206K | Buy |
+2,410
| New | +$206K | 0.01% | 230 |
|
|
2018
Q4 | – | Sell |
-2,410
| Closed | -$210K | – | 238 |
|
|
2018
Q3 | $210K | Hold |
2,410
| – | – | 0.01% | 189 |
|
|
2018
Q2 | $200K | Buy |
+2,410
| New | +$200K | 0.01% | 223 |
|
|
2018
Q1 | – | Sell |
-5,092
| Closed | -$436K | – | 240 |
|
|
2017
Q4 | $436K | Sell |
5,092
-2,682
| -34% | -$230K | 0.02% | 178 |
|
|
2017
Q3 | $630K | Sell |
7,774
-1
| -0% | -$81 | 0.03% | 157 |
|
|
2017
Q2 | $608K | Hold |
7,775
| – | – | 0.03% | 154 |
|
|
2017
Q1 | $604K | Hold |
7,775
| – | – | 0.04% | 154 |
|
|
2016
Q4 | $589K | Sell |
7,775
-880
| -10% | -$66.7K | 0.04% | 148 |
|
|
2016
Q3 | $624K | Sell |
8,655
-170
| -2% | -$12.3K | 0.04% | 141 |
|
|
2016
Q2 | $631K | Buy |
8,825
+645
| +8% | +$46.1K | 0.04% | 131 |
|
|
2016
Q1 | $565K | Buy |
8,180
+1,660
| +25% | +$115K | 0.04% | 142 |
|
|
2015
Q4 | $448K | Buy |
6,520
+105
| +2% | +$7.22K | 0.03% | 177 |
|
|
2015
Q3 | $402K | Hold |
6,415
| – | – | 0.03% | 176 |
|
|
2015
Q2 | $432K | Sell |
6,415
-105
| -2% | -$7.07K | 0.02% | 174 |
|
|
2015
Q1 | $445K | Hold |
6,520
| – | – | 0.03% | 178 |
|
|
2014
Q4 | $448K | Hold |
6,520
| – | – | 0.03% | 178 |
|
|
2014
Q3 | $433K | Hold |
6,520
| – | – | 0.03% | 183 |
|
|
2014
Q2 | $432K | Hold |
6,520
| – | – | 0.03% | 191 |
|
|
2014
Q1 | $412K | Hold |
6,520
| – | – | 0.03% | 193 |
|
|
2013
Q4 | $406K | Hold |
6,520
| – | – | 0.03% | 195 |
|
|
2013
Q3 | $375K | Hold |
6,520
| – | – | 0.03% | 197 |
|
|
2013
Q2 | $368K | Buy |
+6,520
| New | +$368K | 0.03% | 190 |
|