WhitTier Trust Company’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 | $24.5M | Sell |
87,459
-355
| -0.4% | -$99.3K | 0.55% | 40 |
|
|
2025
Q1 | $22.7M | Sell |
87,814
-174
| -0.2% | -$45K | 0.57% | 42 |
|
|
2024
Q4 | $23.2M | Sell |
87,988
-30
| -0% | -$7.92K | 0.57% | 39 |
|
|
2024
Q3 | $23.2M | Buy |
88,018
+148
| +0.2% | +$39K | 0.6% | 38 |
|
|
2024
Q2 | $21.3M | Buy |
87,870
+650
| +0.7% | +$157K | 0.59% | 40 |
|
|
2024
Q1 | $21.8M | Buy |
87,220
+1,726
| +2% | +$431K | 0.63% | 37 |
|
|
2023
Q4 | $19.9M | Sell |
85,494
-120
| -0.1% | -$27.9K | 0.64% | 36 |
|
|
2023
Q3 | $17.8M | Hold |
85,614
| – | – | 0.63% | 36 |
|
|
2023
Q2 | $18.8M | Hold |
85,614
| – | – | 0.64% | 36 |
|
|
2023
Q1 | $18.1M | Buy |
85,614
+3
| +0% | +$633 | 0.66% | 33 |
|
|
2022
Q4 | $17.4M | Sell |
85,611
-2,805
| -3% | -$572K | 0.69% | 34 |
|
|
2022
Q3 | $16.6M | Buy |
88,416
+2,537
| +3% | +$477K | 0.71% | 31 |
|
|
2022
Q2 | $16.9M | Sell |
85,879
-201
| -0.2% | -$39.6K | 0.7% | 33 |
|
|
2022
Q1 | $20.5M | Buy |
86,080
+242
| +0.3% | +$57.6K | 0.74% | 29 |
|
|
2021
Q4 | $21.9M | Buy |
85,838
+307
| +0.4% | +$78.2K | 0.8% | 26 |
|
|
2021
Q3 | $20.3M | Sell |
85,531
-244
| -0.3% | -$57.8K | 0.83% | 24 |
|
|
2021
Q2 | $20.4M | Buy |
85,775
+400
| +0.5% | +$94.9K | 0.85% | 22 |
|
|
2021
Q1 | $18.9M | Hold |
85,375
| – | – | 0.85% | 26 |
|
|
2020
Q4 | $17.7M | Sell |
85,375
-21
| -0% | -$4.34K | 0.88% | 23 |
|
|
2020
Q3 | $15.1M | Buy |
85,396
+144
| +0.2% | +$25.4K | 0.87% | 25 |
|
|
2020
Q2 | $14M | Buy |
85,252
+26,782
| +46% | +$4.39M | 0.88% | 25 |
|
|
2020
Q1 | $7.7M | Buy |
58,470
+3,766
| +7% | +$496K | 0.59% | 43 |
|
|
2019
Q4 | $9.75M | Hold |
54,704
| – | – | 0.62% | 41 |
|
|
2019
Q3 | $9.17M | Hold |
54,704
| – | – | 0.64% | 42 |
|
|
2019
Q2 | $9.14M | Buy |
54,704
+320
| +0.6% | +$53.5K | 0.65% | 42 |
|
|
2019
Q1 | $8.74M | Buy |
54,384
+362
| +0.7% | +$58.2K | 0.65% | 41 |
|
|
2018
Q4 | $7.47M | Sell |
54,022
-1,975
| -4% | -$273K | 0.62% | 44 |
|
|
2018
Q3 | $9.19M | Buy |
55,997
+2,800
| +5% | +$460K | 0.67% | 40 |
|
|
2018
Q2 | $8.39M | Hold |
53,197
| – | – | 0.66% | 43 |
|
|
2018
Q1 | $8.2M | Hold |
53,197
| – | – | 0.67% | 41 |
|
|
2017
Q4 | $8.23M | Sell |
53,197
-1,000
| -2% | -$155K | 0.7% | 37 |
|
|
2017
Q3 | $7.97M | Hold |
54,197
| – | – | 0.74% | 36 |
|
|
2017
Q2 | $7.72M | Sell |
54,197
-73
| -0.1% | -$10.4K | 0.75% | 34 |
|
|
2017
Q1 | $7.56M | Hold |
54,270
| – | – | 0.76% | 33 |
|
|
2016
Q4 | $7.14M | Hold |
54,270
| – | – | 0.76% | 37 |
|
|
2016
Q3 | $7.03M | Hold |
54,270
| – | – | 0.8% | 34 |
|
|
2016
Q2 | $6.71M | Sell |
54,270
-200
| -0.4% | -$24.7K | 0.77% | 37 |
|
|
2016
Q1 | $6.6M | Hold |
54,470
| – | – | 0.77% | 41 |
|
|
2015
Q4 | $6.54M | Buy |
54,470
+1,892
| +4% | +$227K | 0.77% | 36 |
|
|
2015
Q3 | $6.13M | Buy |
52,578
+25
| +0% | +$2.92K | 0.75% | 37 |
|
|
2015
Q2 | $6.7M | Buy |
52,553
+25
| +0% | +$3.19K | 0.74% | 35 |
|
|
2015
Q1 | $6.97M | Sell |
52,528
-617
| -1% | -$81.9K | 0.77% | 34 |
|
|
2014
Q4 | $6.57M | Hold |
53,145
| – | – | 0.73% | 36 |
|
|
2014
Q3 | $6.23M | Hold |
53,145
| – | – | 0.72% | 40 |
|
|
2014
Q2 | $6.31M | Hold |
53,145
| – | – | 0.71% | 41 |
|
|
2014
Q1 | $6.04M | Buy |
53,145
+150
| +0.3% | +$17K | 0.71% | 41 |
|
|
2013
Q4 | $5.83M | Hold |
52,995
| – | – | 0.7% | 44 |
|
|
2013
Q3 | $5.43M | Buy |
52,995
+28,590
| +117% | +$2.93M | 0.73% | 39 |
|
|
2013
Q2 | $2.32M | Buy |
+24,405
| New | +$2.32M | 0.33% | 78 |
|