Boston Trust Walden’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 | $3.96M | Sell |
14,143
-2,322
| -14% | -$650K | 0.03% | 228 |
|
|
2025
Q1 | $4.26M | Sell |
16,465
-10
| -0.1% | -$2.59K | 0.03% | 227 |
|
|
2024
Q4 | $4.35M | Buy |
16,475
+8,770
| +114% | +$2.32M | 0.03% | 230 |
|
|
2024
Q3 | $2.03M | Hold |
7,705
| – | – | 0.01% | 252 |
|
|
2024
Q2 | $1.87M | Hold |
7,705
| – | – | 0.01% | 251 |
|
|
2024
Q1 | $1.93M | Hold |
7,705
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $1.79M | Sell |
7,705
-100
| -1% | -$23.3K | 0.01% | 252 |
|
|
2023
Q3 | $1.63M | Sell |
7,805
-2,878
| -27% | -$599K | 0.01% | 252 |
|
|
2023
Q2 | $2.35M | Buy |
10,683
+150
| +1% | +$33K | 0.02% | 242 |
|
|
2023
Q1 | $2.22M | Sell |
10,533
-350
| -3% | -$73.8K | 0.02% | 246 |
|
|
2022
Q4 | $2.22M | Buy |
10,883
+6,482
| +147% | +$1.32M | 0.02% | 250 |
|
|
2022
Q3 | $827K | Sell |
4,401
-970
| -18% | -$182K | 0.01% | 281 |
|
|
2022
Q2 | $1.06M | Sell |
5,371
-318
| -6% | -$62.6K | 0.01% | 271 |
|
|
2022
Q1 | $1.35M | Buy |
5,689
+220
| +4% | +$52.3K | 0.01% | 269 |
|
|
2021
Q4 | $1.39M | Buy |
5,469
+50
| +0.9% | +$12.7K | 0.01% | 272 |
|
|
2021
Q3 | $1.28M | Hold |
5,419
| – | – | 0.01% | 270 |
|
|
2021
Q2 | $1.29M | Buy |
5,419
+475
| +10% | +$113K | 0.01% | 275 |
|
|
2021
Q1 | $1.09M | Buy |
4,944
+1,475
| +43% | +$326K | 0.01% | 278 |
|
|
2020
Q4 | $717K | Buy |
3,469
+350
| +11% | +$72.3K | 0.01% | 295 |
|
|
2020
Q3 | $550K | Hold |
3,119
| – | – | 0.01% | 309 |
|
|
2020
Q2 | $511K | Hold |
3,119
| – | – | 0.01% | 308 |
|
|
2020
Q1 | $411K | Hold |
3,119
| – | – | 0.01% | 314 |
|
|
2019
Q4 | $556K | Hold |
3,119
| – | – | 0.01% | 318 |
|
|
2019
Q3 | $523K | Buy |
3,119
+21
| +0.7% | +$3.52K | 0.01% | 322 |
|
|
2019
Q2 | $518K | Buy |
3,098
+298
| +11% | +$49.8K | 0.01% | 323 |
|
|
2019
Q1 | $450K | Buy |
2,800
+550
| +24% | +$88.4K | 0.01% | 337 |
|
|
2018
Q4 | $311K | Buy |
+2,250
| New | +$311K | ﹤0.01% | 349 |
|