BIM
Baldwin Investment Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
5,150
| – | – | 0.18% | 75 |
|
|
2025
Q1 | $1.26M | Sell |
5,150
-249
| -5% | -$60.9K | 0.15% | 85 |
|
|
2024
Q4 | $1.37M | Sell |
5,399
-285
| -5% | -$72.3K | 0.18% | 75 |
|
|
2024
Q3 | $1.38M | Hold |
5,684
| – | – | 0.17% | 82 |
|
|
2024
Q2 | $1.3M | Hold |
5,684
| – | – | 0.18% | 89 |
|
|
2024
Q1 | $1.34M | Hold |
5,684
| – | – | 0.18% | 89 |
|
|
2023
Q4 | $1.25M | Hold |
5,684
| – | – | 0.2% | 78 |
|
|
2023
Q3 | $1.11M | Buy |
5,684
+20
| +0.4% | +$3.9K | 0.19% | 86 |
|
|
2023
Q2 | $1.17M | Buy |
5,664
+15
| +0.3% | +$3.09K | 0.19% | 79 |
|
|
2023
Q1 | $1.1M | Hold |
5,649
| – | – | 0.2% | 81 |
|
|
2022
Q4 | $1.02M | Sell |
5,649
-150
| -3% | -$27K | 0.18% | 83 |
|
|
2022
Q3 | $989 | Buy |
5,799
+5
| +0.1% | +$1 | 0.2% | 85 |
|
|
2022
Q2 | $1.02K | Hold |
5,794
| – | – | 0.19% | 89 |
|
|
2022
Q1 | $1.29K | Sell |
5,794
-166
| -3% | -$37 | 0.2% | 86 |
|
|
2021
Q4 | $1.52K | Sell |
5,960
-60
| -1% | -$15 | 0.24% | 76 |
|
|
2021
Q3 | $1.42M | Hold |
6,020
| – | – | 0.25% | 70 |
|
|
2021
Q2 | $1.42M | Hold |
6,020
| – | – | 0.24% | 71 |
|
|
2021
Q1 | $1.29M | Buy |
6,020
+5
| +0.1% | +$1.07K | 0.24% | 78 |
|
|
2020
Q4 | $1.28M | Hold |
6,015
| – | – | 0.25% | 74 |
|
|
2020
Q3 | $1.08M | Sell |
6,015
-190
| -3% | -$34.2K | 0.25% | 68 |
|
|
2020
Q2 | $1.02M | Buy |
6,205
+200
| +3% | +$33K | 0.32% | 53 |
|
|
2020
Q1 | $761K | Sell |
6,005
-85
| -1% | -$10.8K | 0.26% | 59 |
|
|
2019
Q4 | $967K | Buy |
6,090
+25
| +0.4% | +$3.97K | 0.26% | 64 |
|
|
2019
Q3 | $898K | Hold |
6,065
| – | – | 0.26% | 63 |
|
|
2019
Q2 | $906K | Hold |
6,065
| – | – | 0.26% | 63 |
|
|
2019
Q1 | $866K | Hold |
6,065
| – | – | 0.26% | 63 |
|
|
2018
Q4 | $726K | Hold |
6,065
| – | – | 0.23% | 66 |
|
|
2018
Q3 | $864K | Hold |
6,065
| – | – | 0.25% | 64 |
|
|
2018
Q2 | $815K | Buy |
+6,065
| New | +$815K | 0.26% | 65 |
|