Baystate Wealth 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
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