Whitegate Investment Counselors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $746K | Sell |
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|
2025
Q2 | $703K | Buy |
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|
2025
Q1 | $591K | Buy |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | $342K | Buy |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $728K | Buy |
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|
2022
Q4 | $680K | Sell |
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|
2022
Q3 | $694K | Hold |
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|
2022
Q2 | $734K | Buy |
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|
2022
Q1 | $795K | Hold |
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|
2021
Q4 | $836K | Buy |
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