CIA
Choate Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110M | Sell |
392,534
-22,093
| -5% | -$6.18M | 2.38% | 8 |
|
|
2025
Q1 | $107M | Sell |
414,627
-13,667
| -3% | -$3.53M | 2.66% | 6 |
|
|
2024
Q4 | $113M | Buy |
428,294
+422,294
| +7,038% | +$112M | 2.72% | 6 |
|
|
2024
Q3 | $1.58M | Sell |
6,000
-997
| -14% | -$263K | 0.04% | 154 |
|
|
2024
Q2 | $1.69M | Buy |
6,997
+997
| +17% | +$241K | 0.04% | 145 |
|
|
2024
Q1 | $1.5M | Buy |
+6,000
| New | +$1.5M | 0.04% | 159 |
|
|
2023
Q2 | – | Sell |
-1,150
| Closed | -$243K | – | 357 |
|
|
2023
Q1 | $243K | Hold |
1,150
| – | – | 0.01% | 243 |
|
|
2022
Q4 | $234K | Buy |
+1,150
| New | +$234K | 0.01% | 245 |
|
|
2014
Q3 | – | Sell |
-137
| Closed | -$16.2K | – | 301 |
|
|
2014
Q2 | $16.2K | Buy |
+137
| New | +$16.2K | ﹤0.01% | 289 |
|