Whitegate Investment Counselors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.8M | Sell |
150,860
-24
| -0% | -$1.78K | 3.44% | 9 |
|
|
2025
Q4 | $10.9M | Buy |
150,884
+28,928
| +24% | +$2.1M | 3.42% | 9 |
|
|
2025
Q3 | $8.96M | Sell |
121,956
-2,284
| -2% | -$164K | 2.95% | 10 |
|
|
2025
Q2 | $8.69M | Buy |
124,240
+1,144
| +0.9% | +$75.1K | 2.95% | 11 |
|
|
2025
Q1 | $7.96M | Sell |
123,096
-8,696
| -7% | -$584K | 2.82% | 12 |
|
|
2024
Q4 | $8.7M | Sell |
131,792
-153,268
| -54% | -$10.4M | 2.98% | 11 |
|
|
2024
Q3 | $18.8M | Sell |
285,060
-1,060
| -0.4% | -$66.6K | 4.99% | 8 |
|
|
2024
Q2 | $17.3M | Buy |
286,120
+2,524
| +0.9% | +$153K | 4.92% | 8 |
|
|
2024
Q1 | $17.7M | Buy |
283,596
+1,736
| +0.6% | +$103K | 4.99% | 8 |
|
|
2023
Q4 | $16.4M | Buy |
281,860
+504
| +0.2% | +$26.9K | 5% | 8 |
|
|
2023
Q3 | $14.6M | Buy |
281,356
+3,856
| +1% | +$211K | 4.9% | 8 |
|
|
2023
Q2 | $15.3M | Buy |
277,500
+620
| +0.2% | +$32.5K | 5.01% | 8 |
|
|
2023
Q1 | $14.6M | Buy |
276,880
+5,484
| +2% | +$292K | 4.71% | 9 |
|
|
2022
Q4 | $13.8M | Buy |
271,396
+3,580
| +1% | +$182K | 4.72% | 8 |
|
|
2022
Q3 | $12.6M | Sell |
267,816
-1,428
| -0.5% | -$74.6K | 4.77% | 8 |
|
|
2022
Q2 | $13.3M | Buy |
269,244
+8,372
| +3% | +$452K | 4.85% | 8 |
|
|
2022
Q1 | $15.5M | Sell |
260,872
-2,244
| -0.9% | -$132K | 4.79% | 8 |
|
|
2021
Q4 | $16.8M | Sell |
263,116
-19,256
| -7% | -$1.21M | 4.93% | 8 |
|
|
2021
Q3 | $16.7M | Buy |
282,372
+444
| +0.2% | +$26.8K | 2.37% | 9 |
|
|
2021
Q2 | $16.7M | Buy |
281,928
+11,048
| +4% | +$640K | 2.37% | 9 |
|
|
2021
Q1 | $15M | Buy |
270,880
+3,540
| +1% | +$192K | 2.29% | 9 |
|
|
2020
Q4 | $13.8M | Buy |
267,340
+8,880
| +3% | +$430K | 2.24% | 10 |
|
|
2020
Q3 | $11.4M | Buy |
258,460
+13,256
| +5% | +$578K | 2.08% | 12 |
|
|
2020
Q2 | $10M | Buy |
245,204
+76,308
| +45% | +$2.92M | 2.01% | 13 |
|
|
2020
Q1 | $5.56M | Buy |
168,896
+6,100
| +4% | +$253K | 1.35% | 23 |
|
|
2019
Q4 | $7.25M | Buy |
162,796
+8,180
| +5% | +$351K | 1.32% | 22 |
|
|
2019
Q3 | $6.48M | Buy |
154,616
+9,076
| +6% | +$379K | 1.27% | 22 |
|
|
2019
Q2 | $6.08M | Buy |
145,540
+844
| +0.6% | +$34.5K | 1.22% | 23 |
|
|
2019
Q1 | $5.82M | Sell |
144,696
-3,876
| -3% | -$149K | 1.2% | 22 |
|
|
2018
Q4 | $5.13M | Buy |
148,572
+8,820
| +6% | +$331K | 1.19% | 25 |
|
|
2018
Q3 | $5.74M | Sell |
139,752
-396
| -0.3% | -$16.2K | 1.17% | 25 |
|
|
2018
Q2 | $5.52M | Buy |
140,148
+6,860
| +5% | +$269K | 1.13% | 26 |
|
|
2018
Q1 | $5.14M | Buy |
133,288
+1,496
| +1% | +$58.9K | 1.1% | 26 |
|
|
2017
Q4 | $5.1M | Buy |
131,792
+5,332
| +4% | +$201K | 1.06% | 27 |
|
|
2017
Q3 | $4.65M | Buy |
126,460
+2,500
| +2% | +$90.2K | 1.03% | 29 |
|
|
2017
Q2 | $4.42M | Buy |
123,960
+1,532
| +1% | +$54.1K | 1% | 32 |
|
|
2017
Q1 | $4.26M | Sell |
122,428
-68,604
| -36% | -$2.36M | 1.02% | 29 |
|
|
2016
Q4 | $6.29M | Buy |
191,032
+4,640
| +2% | +$150K | 1.68% | 15 |
|
|
2016
Q3 | $6.03M | Buy |
186,392
+2,144
| +1% | +$68.8K | 1.64% | 17 |
|
|
2016
Q2 | $5.7M | Buy |
+184,248
| New | +$5.63M | 1.58% | 17 |
|
|
2014
Q1 | $5.38M | Buy |
+177,544
| New | +$4.93M | 1.47% | 19 |
|
Other funds holding VO
