Whittier Trust’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 | $388K | Hold |
1,366
| – | – | ﹤0.01% | 531 |
|
2025
Q1 | $334K | Hold |
1,366
| – | – | ﹤0.01% | 548 |
|
2024
Q4 | $347K | Buy |
1,366
+122
| +10% | +$31K | ﹤0.01% | 555 |
|
2024
Q3 | $303K | Hold |
1,244
| – | – | ﹤0.01% | 588 |
|
2024
Q2 | $286K | Hold |
1,244
| – | – | ﹤0.01% | 582 |
|
2024
Q1 | $293K | Hold |
1,244
| – | – | ﹤0.01% | 575 |
|
2023
Q4 | $273K | Hold |
1,244
| – | – | ﹤0.01% | 586 |
|
2023
Q3 | $242K | Buy |
1,244
+203
| +20% | +$39.5K | ﹤0.01% | 590 |
|
2023
Q2 | $214K | Hold |
1,041
| – | – | ﹤0.01% | 619 |
|
2023
Q1 | $203K | Hold |
1,041
| – | – | ﹤0.01% | 658 |
|
2022
Q4 | $187K | Hold |
1,041
| – | – | ﹤0.01% | 663 |
|
2022
Q3 | $178K | Sell |
1,041
-9
| -0.9% | -$1.54K | ﹤0.01% | 663 |
|
2022
Q2 | $184K | Hold |
1,050
| – | – | ﹤0.01% | 662 |
|
2022
Q1 | $234K | Hold |
1,050
| – | – | ﹤0.01% | 635 |
|
2021
Q4 | $267K | Hold |
1,050
| – | – | ﹤0.01% | 611 |
|
2021
Q3 | $248K | Hold |
1,050
| – | – | ﹤0.01% | 600 |
|
2021
Q2 | $248K | Sell |
1,050
-203
| -16% | -$47.9K | ﹤0.01% | 613 |
|
2021
Q1 | $269K | Buy |
1,253
+680
| +119% | +$146K | 0.01% | 583 |
|
2020
Q4 | $122K | Buy |
573
+426
| +290% | +$90.7K | ﹤0.01% | 675 |
|
2020
Q3 | $26K | Hold |
147
| – | – | ﹤0.01% | 954 |
|
2020
Q2 | $24K | Hold |
147
| – | – | ﹤0.01% | 934 |
|
2020
Q1 | $19K | Hold |
147
| – | – | ﹤0.01% | 999 |
|
2019
Q4 | $23K | Buy |
147
+26
| +21% | +$4.07K | ﹤0.01% | 1006 |
|
2019
Q3 | $18K | Hold |
121
| – | – | ﹤0.01% | 1044 |
|
2019
Q2 | $18K | Hold |
121
| – | – | ﹤0.01% | 981 |
|
2019
Q1 | $17K | Hold |
121
| – | – | ﹤0.01% | 985 |
|
2018
Q4 | $14K | Hold |
121
| – | – | ﹤0.01% | 1036 |
|
2018
Q3 | $17K | Hold |
121
| – | – | ﹤0.01% | 976 |
|
2018
Q2 | $16K | Hold |
121
| – | – | ﹤0.01% | 966 |
|
2018
Q1 | $16K | Hold |
121
| – | – | ﹤0.01% | 981 |
|
2017
Q4 | $15K | Hold |
121
| – | – | ﹤0.01% | 980 |
|
2017
Q3 | $15K | Hold |
121
| – | – | ﹤0.01% | 963 |
|
2017
Q2 | $14K | Hold |
121
| – | – | ﹤0.01% | 945 |
|
2017
Q1 | $14K | Hold |
121
| – | – | ﹤0.01% | 954 |
|
2016
Q4 | $13K | Hold |
121
| – | – | ﹤0.01% | 943 |
|
2016
Q3 | $13K | Hold |
121
| – | – | ﹤0.01% | 939 |
|
2016
Q2 | $12K | Hold |
121
| – | – | ﹤0.01% | 961 |
|
2016
Q1 | $12K | Hold |
121
| – | – | ﹤0.01% | 951 |
|
2015
Q4 | $12K | Hold |
121
| – | – | ﹤0.01% | 942 |
|
2015
Q3 | $12K | Buy |
+121
| New | +$12K | ﹤0.01% | 934 |
|
2013
Q4 | – | Sell |
-2,500
| Closed | -$213K | – | 1103 |
|
2013
Q3 | $213K | Hold |
2,500
| – | – | 0.01% | 432 |
|
2013
Q2 | $195K | Buy |
+2,500
| New | +$195K | 0.01% | 430 |
|