HM Payson & Co’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-355
| Closed | -$90.1K | – | 1084 |
|
|
2024
Q4 | $90.1K | Buy |
355
+318
| +859% | +$80.7K | ﹤0.01% | 550 |
|
|
2024
Q3 | $9.01K | Buy |
+37
| New | +$9.01K | ﹤0.01% | 847 |
|
|
2023
Q2 | – | Sell |
-78
| Closed | -$15.2K | – | 1062 |
|
|
2023
Q1 | $15.2K | Buy |
+78
| New | +$15.2K | ﹤0.01% | 755 |
|
|
2022
Q4 | – | Sell |
-94
| Closed | -$16K | – | 1003 |
|
|
2022
Q3 | $16K | Hold |
94
| – | – | ﹤0.01% | 733 |
|
|
2022
Q2 | $16K | Buy |
+94
| New | +$16K | ﹤0.01% | 759 |
|
|
2022
Q1 | – | Sell |
-66
| Closed | -$17K | – | 1160 |
|
|
2021
Q4 | $17K | Hold |
66
| – | – | ﹤0.01% | 793 |
|
|
2021
Q3 | $16K | Hold |
66
| – | – | ﹤0.01% | 779 |
|
|
2021
Q2 | $16K | Hold |
66
| – | – | ﹤0.01% | 780 |
|
|
2021
Q1 | $14K | Hold |
66
| – | – | ﹤0.01% | 834 |
|
|
2020
Q4 | $14K | Hold |
66
| – | – | ﹤0.01% | 838 |
|
|
2020
Q3 | $12K | Hold |
66
| – | – | ﹤0.01% | 812 |
|
|
2020
Q2 | $11K | Hold |
66
| – | – | ﹤0.01% | 739 |
|
|
2020
Q1 | $8K | Hold |
66
| – | – | ﹤0.01% | 764 |
|
|
2019
Q4 | $10K | Hold |
66
| – | – | ﹤0.01% | 807 |
|
|
2019
Q3 | $10K | Hold |
66
| – | – | ﹤0.01% | 818 |
|
|
2019
Q2 | $10K | Buy |
+66
| New | +$10K | ﹤0.01% | 822 |
|