Baystate Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $138K | Buy |
629
+1
| +0.2% | +$220 | 0.01% | 244 |
|
|
2023
Q3 | $122K | Buy |
628
+5
| +0.8% | +$974 | 0.01% | 236 |
|
|
2023
Q2 | $128K | Buy |
623
+1
| +0.2% | +$206 | 0.01% | 225 |
|
|
2023
Q1 | $121K | Buy |
622
+1
| +0.2% | +$195 | 0.01% | 227 |
|
|
2022
Q4 | $112K | Buy |
621
+222
| +56% | +$40K | 0.01% | 242 |
|
|
2022
Q3 | $68K | Sell |
399
-47
| -11% | -$8.01K | 0.01% | 277 |
|
|
2022
Q2 | $78K | Sell |
446
-36
| -7% | -$6.3K | 0.01% | 265 |
|
|
2022
Q1 | $107K | Buy |
482
+49
| +11% | +$10.9K | 0.01% | 237 |
|
|
2021
Q4 | $110K | Buy |
433
+1
| +0.2% | +$254 | 0.01% | 232 |
|
|
2021
Q3 | $102K | Hold |
432
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $102K | Hold |
432
| – | – | 0.01% | 205 |
|
|
2021
Q1 | $93K | Buy |
432
+1
| +0.2% | +$215 | 0.01% | 200 |
|
|
2020
Q4 | $92K | Sell |
431
-85
| -16% | -$18.1K | 0.01% | 182 |
|
|
2020
Q3 | $93K | Buy |
516
+1
| +0.2% | +$180 | 0.01% | 166 |
|
|
2020
Q2 | $85K | Buy |
515
+1
| +0.2% | +$165 | 0.01% | 172 |
|
|
2020
Q1 | $65K | Sell |
514
-620
| -55% | -$78.4K | 0.01% | 172 |
|
|
2019
Q4 | $180K | Sell |
1,134
-197
| -15% | -$31.3K | 0.02% | 120 |
|
|
2019
Q3 | $197K | Buy |
1,331
+205
| +18% | +$30.3K | 0.03% | 109 |
|
|
2019
Q2 | $170K | Sell |
1,126
-270
| -19% | -$40.8K | 0.02% | 113 |
|
|
2019
Q1 | $206K | Buy |
1,396
+2
| +0.1% | +$295 | 0.03% | 107 |
|
|
2018
Q4 | $182K | Buy |
1,394
+4
| +0.3% | +$522 | 0.03% | 103 |
|
|
2018
Q3 | $182K | Sell |
1,390
-285
| -17% | -$37.3K | 0.03% | 91 |
|
|
2018
Q2 | $230K | Buy |
1,675
+3
| +0.2% | +$412 | 0.03% | 79 |
|
|
2018
Q1 | $217K | Hold |
1,672
| – | – | 0.03% | 79 |
|
|
2017
Q4 | $225K | Buy |
1,672
+1,589
| +1,914% | +$214K | 0.03% | 77 |
|
|
2017
Q3 | $10K | Hold |
83
| – | – | ﹤0.01% | 353 |
|
|
2017
Q2 | $10K | Hold |
83
| – | – | ﹤0.01% | 346 |
|
|
2017
Q1 | $9K | Buy |
+83
| New | +$9K | ﹤0.01% | 347 |
|
|
2015
Q3 | – | Sell |
-2,037
| Closed | -$217K | – | 62 |
|
|
2015
Q2 | $217K | Hold |
2,037
| – | – | 0.06% | 54 |
|
|
2015
Q1 | $220K | Hold |
2,037
| – | – | 0.06% | 47 |
|
|
2014
Q4 | $207K | Buy |
+2,037
| New | +$207K | 0.07% | 50 |
|