Choate Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.21M	Sell	30,748 -1,680	-5%	-$125K	0.04%	154
2025 Q4	$2.35M	Sell	32,428 -40,028	-55%	-$2.91M	0.05%	142
2025 Q3	$5.32M	Sell	72,456 -1,497,680	-95%	-$108M	0.11%	82
2025 Q2	$110M	Sell	1,570,136 -88,372	-5%	-$5.8M	2.38%	8
2025 Q1	$107M	Sell	1,658,508 -54,668	-3%	-$3.67M	2.66%	6
2024 Q4	$113M	Buy	1,713,176 +1,689,176	+7,038%	+$115M	2.72%	6
2024 Q3	$1.58M	Sell	24,000 -3,988	-14%	-$250K	0.04%	154
2024 Q2	$1.69M	Buy	27,988 +3,988	+17%	+$242K	0.04%	145
2024 Q1	$1.5M	Buy	+24,000	New	+$1.42M	0.04%	159
2023 Q2	–	Sell	-4,600	Closed	-$243K	–	357
2023 Q1	$243K	Hold	4,600	–	–	0.01%	243
2022 Q4	$234K	Buy	+4,600	New	+$234K	0.01%	245
2014 Q3	–	Sell	-548	Closed	-$16.2K	–	301
2014 Q2	$16.2K	Buy	+548	New	+$15.6K	﹤0.01%	289