Whitegate Investment Counselors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.44M | Sell |
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|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $953K | Buy |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $978K | Sell |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.52M | Buy |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $848K | Buy |
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|
2020
Q4 | $823K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $352K | Buy |
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|
2019
Q3 | $288K | Hold |
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|
2019
Q2 | $294K | Hold |
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|
2019
Q1 | $284K | Hold |
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|
2018
Q4 | $238K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $278K | Hold |
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|
2018
Q1 | $259K | Hold |
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|
2017
Q4 | $254K | Sell |
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|
2017
Q3 | $380K | Hold |
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|
2017
Q2 | $363K | Sell |
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|
2017
Q1 | $389K | Sell |
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|
2016
Q4 | $410K | Hold |
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|
2016
Q3 | $406K | Buy |
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|
2016
Q2 | $382K | Buy |
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|
2014
Q1 | $664K | Buy |
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