Winthrop Advisory Group’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
2026 Q1	$204K	Sell	791 -2	-0.3%	-$549	0.02%	186
2025 Q4	$221K	Sell	793 -5	-0.6%	-$1.43K	0.02%	175
2025 Q3	$235K	Buy	798 +1	+0.1%	+$288	0.02%	161
2025 Q2	$227K	Buy	+797	New	+$205K	0.02%	159
2025 Q1	–	Sell	-797	Closed	-$202K	–	168
2024 Q4	$202K	Buy	+797	New	+$205K	0.02%	148
2023 Q1	–	Sell	-2,015	Closed	-$362K	–	133
2022 Q4	$362K	Buy	+2,015	New	+$365K	0.07%	87
2022 Q2	–	Sell	-987	Closed	-$220K	–	145
2022 Q1	$220K	Sell	987 -59	-6%	-$13K	0.05%	125
2021 Q4	$266K	Hold	1,046	–	–	0.05%	110
2021 Q3	$247K	Hold	1,046	–	–	0.06%	114
2021 Q2	$247K	Hold	1,046	–	–	0.06%	112
2021 Q1	$224K	Sell	1,046 -430	-29%	-$93.3K	0.06%	122
2020 Q4	$313K	Hold	1,476	–	–	0.08%	93
2020 Q3	$269K	Sell	1,476 -64	-4%	-$11.3K	0.08%	93
2020 Q2	$256K	Sell	1,540 -50	-3%	-$7.56K	0.09%	74
2020 Q1	$201K	Buy	1,590 +1	+0.1%	+$152	0.08%	84
2019 Q4	$252K	Buy	1,589 +2	+0.1%	+$305	0.09%	90
2019 Q3	$235K	Sell	1,587 -56	-3%	-$8.39K	0.09%	84
2019 Q2	$245K	Buy	1,643 +1	+0.1%	+$146	0.1%	75
2019 Q1	$237K	Hold	1,642	–	–	0.1%	82
2018 Q4	$197K	Sell	1,642 -1,755	-52%	-$225K	0.1%	82
2018 Q3	$484K	Sell	3,397 -208	-6%	-$29.1K	0.27%	43
2018 Q2	$485K	Sell	3,605 -12	-0.3%	-$1.59K	0.32%	42
2018 Q1	$463K	Sell	3,617 -322	-8%	-$42.3K	0.33%	43
2017 Q4	$515K	Buy	+3,939	New	+$494K	0.37%	42