Bath Savings Trust’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Buy |
1,906
+773
| +68% | +$216K | 0.05% | 122 |
|
|
2025
Q1 | $293K | Buy |
1,133
+30
| +3% | +$7.76K | 0.03% | 141 |
|
|
2024
Q4 | $291K | Hold |
1,103
| – | – | 0.03% | 141 |
|
|
2024
Q3 | $291K | Sell |
1,103
-55
| -5% | -$14.5K | 0.03% | 143 |
|
|
2024
Q2 | $280K | Buy |
1,158
+15
| +1% | +$3.63K | 0.03% | 144 |
|
|
2024
Q1 | $286K | Buy |
1,143
+74
| +7% | +$18.5K | 0.03% | 139 |
|
|
2023
Q4 | $249K | Buy |
+1,069
| New | +$249K | 0.03% | 146 |
|