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Whipplewood Advisors’s Vail Resorts MTN Stock Holding History

Whipplewood Advisors’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$251K Buy
1,600
+1,457
+1,019% +$229K 0.14% 146
2025
Q1 		$160K Sell
143
-857
-86% -$959K 0.09% 181
2024
Q4 		$187K Buy
+1,000
New +$187K 0.11% 167