WhitTier Trust Company’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 | $21.5M | Buy |
295,008
+900
| +0.3% | +$66.9K | 0.44% | 53 |
|
|
2025
Q4 | $22M | Sell |
294,108
-57,628
| -16% | -$4.19M | 0.46% | 50 |
|
|
2025
Q3 | $26M | Buy |
351,736
+1,900
| +0.5% | +$136K | 0.55% | 39 |
|
|
2025
Q2 | $24.5M | Sell |
349,836
-1,420
| -0.4% | -$93.2K | 0.55% | 40 |
|
|
2025
Q1 | $22.7M | Sell |
351,256
-696
| -0.2% | -$46.7K | 0.57% | 42 |
|
|
2024
Q4 | $23.2M | Sell |
351,952
-120
| -0% | -$8.15K | 0.57% | 39 |
|
|
2024
Q3 | $23.2M | Buy |
352,072
+592
| +0.2% | +$37.2K | 0.6% | 38 |
|
|
2024
Q2 | $21.3M | Buy |
351,480
+2,600
| +0.7% | +$158K | 0.59% | 40 |
|
|
2024
Q1 | $21.8M | Buy |
348,880
+6,904
| +2% | +$408K | 0.63% | 37 |
|
|
2023
Q4 | $19.9M | Sell |
341,976
-480
| -0.1% | -$25.6K | 0.64% | 36 |
|
|
2023
Q3 | $17.8M | Hold |
342,456
| – | – | 0.63% | 36 |
|
|
2023
Q2 | $18.8M | Hold |
342,456
| – | – | 0.64% | 36 |
|
|
2023
Q1 | $18.1M | Buy |
342,456
+12
| +0% | +$638 | 0.66% | 33 |
|
|
2022
Q4 | $17.4M | Sell |
342,444
-11,220
| -3% | -$572K | 0.69% | 34 |
|
|
2022
Q3 | $16.6M | Buy |
353,664
+10,148
| +3% | +$530K | 0.71% | 31 |
|
|
2022
Q2 | $16.9M | Sell |
343,516
-804
| -0.2% | -$43.4K | 0.7% | 33 |
|
|
2022
Q1 | $20.5M | Buy |
344,320
+968
| +0.3% | +$56.8K | 0.74% | 29 |
|
|
2021
Q4 | $21.9M | Buy |
343,352
+1,228
| +0.4% | +$77K | 0.8% | 26 |
|
|
2021
Q3 | $20.3M | Sell |
342,124
-976
| -0.3% | -$59K | 0.83% | 24 |
|
|
2021
Q2 | $20.4M | Buy |
343,100
+1,600
| +0.5% | +$92.7K | 0.85% | 22 |
|
|
2021
Q1 | $18.9M | Hold |
341,500
| – | – | 0.85% | 26 |
|
|
2020
Q4 | $17.7M | Sell |
341,500
-84
| -0% | -$4.07K | 0.88% | 23 |
|
|
2020
Q3 | $15.1M | Buy |
341,584
+576
| +0.2% | +$25.1K | 0.87% | 25 |
|
|
2020
Q2 | $14M | Buy |
341,008
+107,128
| +46% | +$4.1M | 0.88% | 25 |
|
|
2020
Q1 | $7.7M | Buy |
233,880
+15,064
| +7% | +$624K | 0.59% | 43 |
|
|
2019
Q4 | $9.75M | Hold |
218,816
| – | – | 0.62% | 41 |
|
|
2019
Q3 | $9.17M | Hold |
218,816
| – | – | 0.64% | 42 |
|
|
2019
Q2 | $9.14M | Buy |
218,816
+1,280
| +0.6% | +$52.4K | 0.65% | 42 |
|
|
2019
Q1 | $8.74M | Buy |
217,536
+1,448
| +0.7% | +$55.7K | 0.65% | 41 |
|
|
2018
Q4 | $7.46M | Sell |
216,088
-7,900
| -4% | -$297K | 0.62% | 44 |
|
|
2018
Q3 | $9.19M | Buy |
223,988
+11,200
| +5% | +$457K | 0.67% | 40 |
|
|
2018
Q2 | $8.39M | Hold |
212,788
| – | – | 0.66% | 43 |
|
|
2018
Q1 | $8.2M | Hold |
212,788
| – | – | 0.67% | 41 |
|
|
2017
Q4 | $8.23M | Sell |
212,788
-4,000
| -2% | -$151K | 0.7% | 37 |
|
|
2017
Q3 | $7.97M | Hold |
216,788
| – | – | 0.74% | 36 |
|
|
2017
Q2 | $7.72M | Sell |
216,788
-292
| -0.1% | -$10.3K | 0.75% | 34 |
|
|
2017
Q1 | $7.56M | Hold |
217,080
| – | – | 0.76% | 33 |
|
|
2016
Q4 | $7.14M | Hold |
217,080
| – | – | 0.76% | 37 |
|
|
2016
Q3 | $7.03M | Hold |
217,080
| – | – | 0.8% | 34 |
|
|
2016
Q2 | $6.71M | Sell |
217,080
-800
| -0.4% | -$24.4K | 0.77% | 37 |
|
|
2016
Q1 | $6.6M | Hold |
217,880
| – | – | 0.77% | 41 |
|
|
2015
Q4 | $6.54M | Buy |
217,880
+7,568
| +4% | +$231K | 0.77% | 36 |
|
|
2015
Q3 | $6.13M | Buy |
210,312
+100
| +0% | +$3.12K | 0.75% | 37 |
|
|
2015
Q2 | $6.7M | Buy |
210,212
+100
| +0% | +$3.25K | 0.74% | 35 |
|
|
2015
Q1 | $6.97M | Sell |
210,112
-2,468
| -1% | -$77.6K | 0.77% | 34 |
|
|
2014
Q4 | $6.57M | Hold |
212,580
| – | – | 0.73% | 36 |
|
|
2014
Q3 | $6.23M | Hold |
212,580
| – | – | 0.72% | 40 |
|
|
2014
Q2 | $6.31M | Hold |
212,580
| – | – | 0.71% | 41 |
|
|
2014
Q1 | $6.04M | Buy |
212,580
+600
| +0.3% | +$16.7K | 0.71% | 41 |
|
|
2013
Q4 | $5.83M | Hold |
211,980
| – | – | 0.7% | 44 |
|
|
2013
Q3 | $5.43M | Buy |
211,980
+114,360
| +117% | +$2.87M | 0.73% | 39 |
|
|
2013
Q2 | $2.32M | Buy |
+97,620
| New | +$2.32M | 0.33% | 78 |
|
Other funds holding VO
