Whitegate Investment Counselors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.69M | Buy |
31,060
+286
| +0.9% | +$80K | 2.95% | 11 |
|
|
2025
Q1 | $7.96M | Sell |
30,774
-2,174
| -7% | -$562K | 2.82% | 12 |
|
|
2024
Q4 | $8.7M | Sell |
32,948
-38,317
| -54% | -$10.1M | 2.98% | 11 |
|
|
2024
Q3 | $18.8M | Sell |
71,265
-265
| -0.4% | -$69.9K | 4.99% | 8 |
|
|
2024
Q2 | $17.3M | Buy |
71,530
+631
| +0.9% | +$153K | 4.92% | 8 |
|
|
2024
Q1 | $17.7M | Buy |
70,899
+434
| +0.6% | +$108K | 4.99% | 8 |
|
|
2023
Q4 | $16.4M | Buy |
70,465
+126
| +0.2% | +$29.3K | 5% | 8 |
|
|
2023
Q3 | $14.6M | Buy |
70,339
+964
| +1% | +$201K | 4.9% | 8 |
|
|
2023
Q2 | $15.3M | Buy |
69,375
+155
| +0.2% | +$34.1K | 5.01% | 8 |
|
|
2023
Q1 | $14.6M | Buy |
69,220
+1,371
| +2% | +$289K | 4.71% | 9 |
|
|
2022
Q4 | $13.8M | Buy |
67,849
+895
| +1% | +$182K | 4.72% | 8 |
|
|
2022
Q3 | $12.6M | Sell |
66,954
-357
| -0.5% | -$67.1K | 4.77% | 8 |
|
|
2022
Q2 | $13.3M | Buy |
67,311
+2,093
| +3% | +$412K | 4.85% | 8 |
|
|
2022
Q1 | $15.5M | Sell |
65,218
-561
| -0.9% | -$133K | 4.79% | 8 |
|
|
2021
Q4 | $16.8M | Sell |
65,779
-4,814
| -7% | -$1.23M | 4.93% | 8 |
|
|
2021
Q3 | $16.7M | Buy |
70,593
+111
| +0.2% | +$26.3K | 2.37% | 9 |
|
|
2021
Q2 | $16.7M | Buy |
70,482
+2,762
| +4% | +$656K | 2.37% | 9 |
|
|
2021
Q1 | $15M | Buy |
67,720
+885
| +1% | +$196K | 2.29% | 9 |
|
|
2020
Q4 | $13.8M | Buy |
66,835
+2,220
| +3% | +$459K | 2.24% | 10 |
|
|
2020
Q3 | $11.4M | Buy |
64,615
+3,314
| +5% | +$584K | 2.08% | 12 |
|
|
2020
Q2 | $10M | Buy |
61,301
+19,077
| +45% | +$3.13M | 2.01% | 13 |
|
|
2020
Q1 | $5.56M | Buy |
42,224
+1,525
| +4% | +$201K | 1.35% | 23 |
|
|
2019
Q4 | $7.25M | Buy |
40,699
+2,045
| +5% | +$364K | 1.32% | 22 |
|
|
2019
Q3 | $6.48M | Buy |
38,654
+2,269
| +6% | +$380K | 1.27% | 22 |
|
|
2019
Q2 | $6.08M | Buy |
36,385
+211
| +0.6% | +$35.3K | 1.22% | 23 |
|
|
2019
Q1 | $5.82M | Sell |
36,174
-969
| -3% | -$156K | 1.2% | 22 |
|
|
2018
Q4 | $5.13M | Buy |
37,143
+2,205
| +6% | +$305K | 1.19% | 25 |
|
|
2018
Q3 | $5.74M | Sell |
34,938
-99
| -0.3% | -$16.3K | 1.17% | 25 |
|
|
2018
Q2 | $5.52M | Buy |
35,037
+1,715
| +5% | +$270K | 1.13% | 26 |
|
|
2018
Q1 | $5.14M | Buy |
33,322
+374
| +1% | +$57.7K | 1.1% | 26 |
|
|
2017
Q4 | $5.1M | Buy |
32,948
+1,333
| +4% | +$206K | 1.06% | 27 |
|
|
2017
Q3 | $4.65M | Buy |
31,615
+625
| +2% | +$91.9K | 1.03% | 29 |
|
|
2017
Q2 | $4.42M | Buy |
30,990
+383
| +1% | +$54.6K | 1% | 32 |
|
|
2017
Q1 | $4.26M | Sell |
30,607
-17,151
| -36% | -$2.39M | 1.02% | 29 |
|
|
2016
Q4 | $6.29M | Buy |
47,758
+1,160
| +2% | +$153K | 1.68% | 15 |
|
|
2016
Q3 | $6.03M | Buy |
46,598
+536
| +1% | +$69.4K | 1.64% | 17 |
|
|
2016
Q2 | $5.7M | Buy |
+46,062
| New | +$5.7M | 1.58% | 17 |
|
|
2014
Q1 | $5.38M | Buy |
+44,386
| New | +$5.38M | 1.47% | 19 |
|