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Annis Gardner Whiting Capital Advisors’s Vail Resorts MTN Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$860K Hold
6,700
– – 0.14% 129
2025
Q4 		$890K Hold
6,700
– – 0.17% 111
2025
Q3 		$1M Buy
+6,700
New +$1.04M 0.21% 89
2025
Q1 		– Sell
-2,625
Closed -$492K – 799
2024
Q4 		$492K Buy
+2,625
New +$470K 0.14% 131
2024
Q2 		– Sell
-72
Closed -$16.2K – 970
2024
Q1 		$16.2K Buy
72
+60
+500% +$13.3K 0.01% 598
2023
Q4 		$2.59K Buy
+12
New +$2.63K ﹤0.01% 609

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OMC
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VPM
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Geode Capital Management
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VCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return