Baystate Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Baystate Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$138K	Buy	629 +1	+0.2%	+$200	0.01%	244
2023 Q3	$122K	Buy	628 +5	+0.8%	+$1.02K	0.01%	236
2023 Q2	$128K	Buy	623 +1	+0.2%	+$194	0.01%	225
2023 Q1	$121K	Buy	622 +1	+0.2%	+$191	0.01%	227
2022 Q4	$112K	Buy	621 +222	+56%	+$40.2K	0.01%	242
2022 Q3	$68K	Sell	399 -47	-11%	-$8.9K	0.01%	277
2022 Q2	$78K	Sell	446 -36	-7%	-$6.97K	0.01%	265
2022 Q1	$107K	Buy	482 +49	+11%	+$10.8K	0.01%	237
2021 Q4	$110K	Buy	433 +1	+0.2%	+$252	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%	+$217	0.01%	200
2020 Q4	$92K	Sell	431 -85	-16%	-$16.7K	0.01%	182
2020 Q3	$93K	Buy	516 +1	+0.2%	+$176	0.01%	166
2020 Q2	$85K	Buy	515 +1	+0.2%	+$151	0.01%	172
2020 Q1	$65K	Sell	514 -620	-55%	-$94.2K	0.01%	172
2019 Q4	$180K	Sell	1,134 -197	-15%	-$30.1K	0.02%	120
2019 Q3	$197K	Buy	1,331 +205	+18%	+$30.7K	0.03%	109
2019 Q2	$170K	Sell	1,126 -270	-19%	-$39.4K	0.02%	113
2019 Q1	$206K	Buy	1,396 +2	+0.1%	+$269	0.03%	107
2018 Q4	$182K	Buy	1,394 +4	+0.3%	+$514	0.03%	103
2018 Q3	$182K	Sell	1,390 -285	-17%	-$39.9K	0.03%	91
2018 Q2	$230K	Buy	1,675 +3	+0.2%	+$398	0.03%	79
2018 Q1	$217K	Hold	1,672	–	–	0.03%	79
2017 Q4	$225K	Buy	1,672 +1,589	+1,914%	+$199K	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	+$9.23K	﹤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	+$201K	0.07%	50

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Baystate Wealth Management's VOT Position: Q4 2023 in Review

Baystate Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.16% in Q4 2023, buying an estimated $200 and bringing the position to 629 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #244.

Baystate Wealth Management first reported a position in VOT in Q4 2014 and has held it in 31 quarters since. The position peaked at $230K in Q2 2018. 844 funds tracked by Wall St. Rank hold VOT as of Q4 2023.

Baystate Wealth Management held 629 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $138K as of Q4 2023.
Baystate Wealth Management bought 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q4 2023, an estimated $200.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #244 holding.
Baystate Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2014 and has held it in 31 quarters since.
Baystate Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $230K in Q2 2018.
844 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.