Baldwin Investment Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29M	Hold	5,000	–	–	0.15%	86
2025 Q4	$1.4M	Sell	5,000 -150	-3%	-$42.9K	0.16%	80
2025 Q3	$1.51M	Hold	5,150	–	–	0.17%	73
2025 Q2	$1.46M	Hold	5,150	–	–	0.18%	75
2025 Q1	$1.26M	Sell	5,150 -249	-5%	-$64.7K	0.15%	85
2024 Q4	$1.37M	Sell	5,399 -285	-5%	-$73.4K	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%	+$4.08K	0.19%	86
2023 Q2	$1.17M	Buy	5,664 +15	+0.3%	+$2.91K	0.19%	79
2023 Q1	$1.1M	Hold	5,649	–	–	0.2%	81
2022 Q4	$1.02M	Sell	5,649 -150	-3%	-$27.2K	0.18%	83
2022 Q3	$989	Buy	5,799 +5	+0.1%	+$946	0.2%	85
2022 Q2	$1.02K	Hold	5,794	–	–	0.19%	89
2022 Q1	$1.29K	Sell	5,794 -166	-3%	-$36.6K	0.2%	86
2021 Q4	$1.52K	Sell	5,960 -60	-1%	-$15.1K	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%	+$1.08K	0.24%	78
2020 Q4	$1.28M	Hold	6,015	–	–	0.25%	74
2020 Q3	$1.08M	Sell	6,015 -190	-3%	-$33.5K	0.25%	68
2020 Q2	$1.02M	Buy	6,205 +200	+3%	+$30.2K	0.32%	53
2020 Q1	$761K	Sell	6,005 -85	-1%	-$12.9K	0.26%	59
2019 Q4	$967K	Buy	6,090 +25	+0.4%	+$3.81K	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	+$806K	0.26%	65