Choate Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Choate Investment Advisors’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.78M	Hold	25,524	–	–	0.07%	109
2025 Q4	$3.66M	Hold	25,524	–	–	0.07%	105
2025 Q3	$3.6M	Hold	25,524	–	–	0.07%	105
2025 Q2	$3.4M	Sell	25,524 -116	-0.5%	-$14.7K	0.07%	103
2025 Q1	$3.31M	Sell	25,640 -200	-0.8%	-$26.2K	0.08%	100
2024 Q4	$3.3M	Buy	25,840 +136	+0.5%	+$17.7K	0.08%	106
2024 Q3	$3.3M	Buy	25,704 +1,811	+8%	+$224K	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	+$2.71M	0.08%	118
2021 Q1	–	Sell	-2,410	Closed	-$221K	–	312
2020 Q4	$221K	Buy	+2,410	New	+$209K	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	+$201K	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	+$202K	0.01%	225
2018 Q1	–	Sell	-5,092	Closed	-$436K	–	240
2017 Q4	$436K	Sell	5,092 -2,682	-34%	-$224K	0.02%	178
2017 Q3	$630K	Sell	7,774 -1	-0%	-$79	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%	-$64.6K	0.04%	148
2016 Q3	$624K	Sell	8,655 -170	-2%	-$12.3K	0.04%	141
2016 Q2	$631K	Buy	8,825 +645	+8%	+$45.1K	0.04%	131
2016 Q1	$565K	Buy	8,180 +1,660	+25%	+$109K	0.04%	142
2015 Q4	$448K	Buy	6,520 +105	+2%	+$7.04K	0.03%	177
2015 Q3	$402K	Hold	6,415	–	–	0.03%	176
2015 Q2	$432K	Sell	6,415 -105	-2%	-$7.29K	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	+$369K	0.03%	190