WTC
WhitTier Trust Company’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Buy |
64,993
+229
| +0.4% | +$65.3K | 0.42% | 55 |
|
|
2025
Q1 | $16.6M | Sell |
64,764
-793
| -1% | -$204K | 0.42% | 57 |
|
|
2024
Q4 | $17.7M | Buy |
65,557
+55
| +0.1% | +$14.8K | 0.43% | 53 |
|
|
2024
Q3 | $17.2M | Sell |
65,502
-574
| -0.9% | -$151K | 0.45% | 55 |
|
|
2024
Q2 | $16.5M | Sell |
66,076
-342
| -0.5% | -$85.4K | 0.46% | 49 |
|
|
2024
Q1 | $15.9M | Sell |
66,418
-265
| -0.4% | -$63.5K | 0.46% | 50 |
|
|
2023
Q4 | $14.5M | Buy |
66,683
+5,327
| +9% | +$1.16M | 0.47% | 50 |
|
|
2023
Q3 | $12M | Sell |
61,356
-350
| -0.6% | -$68.5K | 0.43% | 56 |
|
|
2023
Q2 | $12.5M | Sell |
61,706
-780
| -1% | -$158K | 0.42% | 54 |
|
|
2023
Q1 | $11.7M | Sell |
62,486
-183
| -0.3% | -$34.2K | 0.43% | 56 |
|
|
2022
Q4 | $10.9M | Buy |
62,669
+12,233
| +24% | +$2.13M | 0.43% | 59 |
|
|
2022
Q3 | $8.25M | Sell |
50,436
-45
| -0.1% | -$7.36K | 0.35% | 67 |
|
|
2022
Q2 | $8.7M | Buy |
50,481
+3,319
| +7% | +$572K | 0.36% | 69 |
|
|
2022
Q1 | $9.83M | Sell |
47,162
-1,041
| -2% | -$217K | 0.36% | 67 |
|
|
2021
Q4 | $10.7M | Sell |
48,203
-275
| -0.6% | -$60.8K | 0.39% | 62 |
|
|
2021
Q3 | $9.74M | Sell |
48,478
-506
| -1% | -$102K | 0.4% | 60 |
|
|
2021
Q2 | $9.83M | Sell |
48,984
-70
| -0.1% | -$14.1K | 0.41% | 59 |
|
|
2021
Q1 | $9.09M | Buy |
49,054
+19,855
| +68% | +$3.68M | 0.41% | 60 |
|
|
2020
Q4 | $5.13M | Buy |
29,199
+221
| +0.8% | +$38.8K | 0.26% | 93 |
|
|
2020
Q3 | $4.53M | Buy |
28,978
+166
| +0.6% | +$26K | 0.26% | 95 |
|
|
2020
Q2 | $4.12M | Buy |
28,812
+23,062
| +401% | +$3.3M | 0.26% | 92 |
|
|
2020
Q1 | $681K | Buy |
5,750
+5,393
| +1,511% | +$639K | 0.05% | 231 |
|
|
2019
Q4 | $53K | Hold |
357
| – | – | ﹤0.01% | 585 |
|
|
2019
Q3 | $49K | Hold |
357
| – | – | ﹤0.01% | 597 |
|
|
2019
Q2 | $48K | Hold |
357
| – | – | ﹤0.01% | 593 |
|
|
2019
Q1 | $46K | Hold |
357
| – | – | ﹤0.01% | 598 |
|
|
2018
Q4 | $41K | Hold |
357
| – | – | ﹤0.01% | 609 |
|
|
2018
Q3 | $48K | Hold |
357
| – | – | ﹤0.01% | 615 |
|
|
2018
Q2 | $45K | Hold |
357
| – | – | ﹤0.01% | 627 |
|
|
2018
Q1 | $43K | Hold |
357
| – | – | ﹤0.01% | 639 |
|
|
2017
Q4 | $44K | Sell |
357
-50
| -12% | -$6.16K | ﹤0.01% | 590 |
|
|
2017
Q3 | $47K | Hold |
407
| – | – | ﹤0.01% | 555 |
|
|
2017
Q2 | $45K | Hold |
407
| – | – | ﹤0.01% | 551 |
|
|
2017
Q1 | $44K | Hold |
407
| – | – | ﹤0.01% | 548 |
|
|
2016
Q4 | $42K | Hold |
407
| – | – | ﹤0.01% | 562 |
|
|
2016
Q3 | $40K | Hold |
407
| – | – | ﹤0.01% | 558 |
|
|
2016
Q2 | $39K | Hold |
407
| – | – | ﹤0.01% | 564 |
|
|
2016
Q1 | $38K | Hold |
407
| – | – | ﹤0.01% | 567 |
|
|
2015
Q4 | $38K | Hold |
407
| – | – | ﹤0.01% | 568 |
|
|
2015
Q3 | $36K | Hold |
407
| – | – | ﹤0.01% | 581 |
|
|
2015
Q2 | $39K | Hold |
407
| – | – | ﹤0.01% | 581 |
|
|
2015
Q1 | $39K | Hold |
407
| – | – | ﹤0.01% | 580 |
|
|
2014
Q4 | $38K | Hold |
407
| – | – | ﹤0.01% | 583 |
|
|
2014
Q3 | $37K | Buy |
+407
| New | +$37K | ﹤0.01% | 592 |
|