Whitegate Investment Counselors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
4,232
+772
| +22% | +$220K | 0.41% | 35 |
|
|
2025
Q1 | $847K | Buy |
3,460
+331
| +11% | +$81K | 0.3% | 41 |
|
|
2024
Q4 | $794K | Sell |
3,129
-8,693
| -74% | -$2.21M | 0.27% | 42 |
|
|
2024
Q3 | $2.88M | Buy |
11,822
+32
| +0.3% | +$7.79K | 0.76% | 26 |
|
|
2024
Q2 | $2.71M | Buy |
11,790
+34
| +0.3% | +$7.81K | 0.77% | 26 |
|
|
2024
Q1 | $2.77M | Buy |
11,756
+1,155
| +11% | +$272K | 0.78% | 26 |
|
|
2023
Q4 | $2.33M | Buy |
10,601
+28
| +0.3% | +$6.15K | 0.71% | 27 |
|
|
2023
Q3 | $2.06M | Buy |
10,573
+14
| +0.1% | +$2.73K | 0.69% | 28 |
|
|
2023
Q2 | $2.17M | Buy |
10,559
+329
| +3% | +$67.7K | 0.71% | 29 |
|
|
2023
Q1 | $1.99M | Buy |
10,230
+178
| +2% | +$34.7K | 0.64% | 32 |
|
|
2022
Q4 | $1.81M | Buy |
10,052
+357
| +4% | +$64.2K | 0.62% | 31 |
|
|
2022
Q3 | $1.65M | Buy |
9,695
+69
| +0.7% | +$11.8K | 0.63% | 33 |
|
|
2022
Q2 | $1.69M | Buy |
9,626
+15
| +0.2% | +$2.63K | 0.62% | 34 |
|
|
2022
Q1 | $2.14M | Buy |
9,611
+282
| +3% | +$62.8K | 0.66% | 32 |
|
|
2021
Q4 | $2.38M | Sell |
9,329
-2,531
| -21% | -$644K | 0.7% | 31 |
|
|
2021
Q3 | $2.8M | Sell |
11,860
-1,067
| -8% | -$252K | 0.4% | 69 |
|
|
2021
Q2 | $3.06M | Buy |
12,927
+362
| +3% | +$85.6K | 0.43% | 64 |
|
|
2021
Q1 | $2.7M | Buy |
12,565
+10,506
| +510% | +$2.25M | 0.41% | 64 |
|
|
2020
Q4 | $437K | Buy |
2,059
+220
| +12% | +$46.7K | 0.07% | 156 |
|
|
2020
Q3 | $331K | Hold |
1,839
| – | – | 0.06% | 161 |
|
|
2020
Q2 | $304K | Buy |
1,839
+67
| +4% | +$11.1K | 0.06% | 164 |
|
|
2020
Q1 | $224K | Sell |
1,772
-37
| -2% | -$4.68K | 0.05% | 163 |
|
|
2019
Q4 | $287K | Buy |
+1,809
| New | +$287K | 0.05% | 169 |
|