Baystate Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Baystate Wealth Management LLC holds 629 shares of VOT stock, worth $154,167. This represents 0.01% of its overall portfolio holdings.

Number of Shares
629
Previous 628 0.16%
Holding current value
$154,167
Previous $122,000 13.11%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$180.9 - $221.2 $180 - $221
1 Added 0.16%
629 $138,000
Q3 2023

Oct 25, 2023
BUY
$191.65 - $213.93 $958 - $1,069
5 Added 0.8%
628 $122,000
Q2 2023

Sep 21, 2023
BUY
$186.22 - $205.77 $116,015 - $128,194
623 New
623 $128,000
Q1 2023

Apr 25, 2023
BUY
$177.43 - $203.61 $177 - $203
1 Added 0.16%
622 $121,000
Q4 2022

Jan 12, 2023
BUY
$165.84 - $193.83 $36,816 - $43,030
222 Added 55.64%
621 $112,000
Q3 2022

Nov 10, 2022
SELL
$170.12 - $208.72 $7,995 - $9,809
-47 Reduced 10.54%
399 $68,000
Q2 2022

Aug 02, 2022
SELL
$167.96 - $227.2 $6,046 - $8,179
-36 Reduced 7.47%
446 $78,000
Q1 2022

Apr 19, 2022
BUY
$199.76 - $251.37 $9,788 - $12,317
49 Added 11.32%
482 $107,000
Q4 2021

Jan 21, 2022
BUY
$234.3 - $265.79 $234 - $265
1 Added 0.23%
433 $110,000
Q1 2021

Apr 21, 2021
BUY
$204.75 - $230.34 $204 - $230
1 Added 0.23%
432 $93,000
Q4 2020

Jan 15, 2021
SELL
$178.76 - $215.29 $15,194 - $18,299
-85 Reduced 16.47%
431 $92,000
Q3 2020

Oct 14, 2020
BUY
$166.29 - $188.98 $166 - $188
1 Added 0.19%
516 $93,000
Q2 2020

Jul 28, 2020
BUY
$120.77 - $169.89 $120 - $169
1 Added 0.19%
515 $85,000
Q1 2020

Apr 22, 2020
SELL
$108.51 - $170.49 $67,276 - $105,703
-620 Reduced 54.67%
514 $65,000
Q4 2019

Jan 21, 2020
SELL
$144.1 - $159.03 $28,387 - $31,328
-197 Reduced 14.8%
1,134 $180,000
Q3 2019

Oct 30, 2019
BUY
$147.12 - $150.91 $30,159 - $30,936
205 Added 18.21%
1,331 $197,000
Q2 2019

Jul 02, 2019
SELL
N/A
-270 Reduced 19.34%
1,126 $170,000
Q1 2019

Apr 25, 2019
BUY
N/A
2 Added 0.14%
1,396 $206,000
Q4 2018

Jan 24, 2019
BUY
N/A
4 Added 0.29%
1,394 $182,000
Q3 2018

Oct 16, 2018
SELL
N/A
-285 Reduced 17.01%
1,390 $182,000
Q2 2018

Jul 17, 2018
BUY
N/A
3 Added 0.18%
1,675 $230,000
Q4 2017

Jan 23, 2018
BUY
N/A
1,589 Added 1914.46%
1,672 $225,000
Q3 2017

Oct 10, 2017
BUY
N/A
83
83 $10,000

Others Institutions Holding VOT

# of Institutions
948
Shares Held
38.8M
Call Options Held
15.7K
Put Options Held
4.4K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baystate Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baystate Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email