Baldwin Investment Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,104
| Closed | -$225K | – | 216 |
|
|
2025
Q4 | $225K | Buy |
3,104
+20
| +0.6% | +$1.46K | 0.03% | 199 |
|
|
2025
Q3 | $226K | Buy |
3,084
+12
| +0.4% | +$862 | 0.03% | 200 |
|
|
2025
Q2 | $215K | Buy |
+3,072
| New | +$202K | 0.03% | 200 |
|
|
2025
Q1 | – | Sell |
-3,860
| Closed | -$255K | – | 211 |
|
|
2024
Q4 | $255K | Sell |
3,860
-3,992
| -51% | -$271K | 0.03% | 185 |
|
|
2024
Q3 | $518K | Buy |
7,852
+20
| +0.3% | +$1.26K | 0.06% | 155 |
|
|
2024
Q2 | $474K | Sell |
7,832
-620
| -7% | -$37.7K | 0.06% | 150 |
|
|
2024
Q1 | $528K | Buy |
8,452
+16
| +0.2% | +$946 | 0.07% | 151 |
|
|
2023
Q4 | $491K | Sell |
8,436
-784
| -9% | -$41.9K | 0.08% | 138 |
|
|
2023
Q3 | $480K | Sell |
9,220
-88
| -0.9% | -$4.83K | 0.08% | 137 |
|
|
2023
Q2 | $512K | Sell |
9,308
-128
| -1% | -$6.71K | 0.08% | 136 |
|
|
2023
Q1 | $498K | Buy |
9,436
+12
| +0.1% | +$638 | 0.09% | 139 |
|
|
2022
Q4 | $480K | Sell |
9,424
-180
| -2% | -$9.17K | 0.09% | 136 |
|
|
2022
Q3 | $451 | Sell |
9,604
-1,748
| -15% | -$91.4K | 0.09% | 134 |
|
|
2022
Q2 | $559 | Buy |
11,352
+12
| +0.1% | +$648 | 0.11% | 131 |
|
|
2022
Q1 | $674 | Sell |
11,340
-472
| -4% | -$27.7K | 0.1% | 132 |
|
|
2021
Q4 | $752 | Buy |
11,812
+12
| +0.1% | +$752 | 0.12% | 128 |
|
|
2021
Q3 | $698K | Sell |
11,800
-72
| -0.6% | -$4.35K | 0.12% | 127 |
|
|
2021
Q2 | $704K | Buy |
11,872
+12
| +0.1% | +$695 | 0.12% | 126 |
|
|
2021
Q1 | $656K | Buy |
11,860
+8
| +0.1% | +$434 | 0.12% | 132 |
|
|
2020
Q4 | $613K | Buy |
11,852
+28
| +0.2% | +$1.36K | 0.12% | 128 |
|
|
2020
Q3 | $521K | Sell |
11,824
-28
| -0.2% | -$1.22K | 0.12% | 118 |
|
|
2020
Q2 | $486K | Hold |
11,852
| – | – | 0.15% | 93 |
|
|
2020
Q1 | $390K | Sell |
11,852
-1,584
| -12% | -$65.6K | 0.13% | 98 |
|
|
2019
Q4 | $598K | Sell |
13,436
-480
| -3% | -$20.6K | 0.16% | 92 |
|
|
2019
Q3 | $583K | Buy |
13,916
+20
| +0.1% | +$836 | 0.17% | 90 |
|
|
2019
Q2 | $581K | Buy |
13,896
+8
| +0.1% | +$327 | 0.17% | 92 |
|
|
2019
Q1 | $558K | Hold |
13,888
| – | – | 0.17% | 95 |
|
|
2018
Q4 | $480K | Buy |
13,888
+232
| +2% | +$8.71K | 0.15% | 94 |
|
|
2018
Q3 | $561K | Hold |
13,656
| – | – | 0.16% | 92 |
|
|
2018
Q2 | $538K | Buy |
+13,656
| New | +$536K | 0.17% | 95 |
|
Other funds holding VO
