Whitegate Investment Counselors, Inc.

13F Filings History

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$352M
Signature - Title
Paulette Wolfe - President
Location
Concord, NH
Summary
This page shows a list of all the recent 13F filings made by Whitegate Investment Counselors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Whitegate Investment Counselors, Inc. reported 64 stock holdings with total value $352M as of Q2 2024. Top holdings included BRKB, IWF, VUG, VB, and VIG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 64 $352M +$4.06M -$3.9M +$160K BRKB, IWF, VUG, VB, VIG 13F-HR 7/30/2024, 01:57 PM
Q1 2024 61 $355M +$3.48M -$984K +$2.5M BRKB, IWF, VB, VUG, VIG 13F-HR 5/2/2024, 11:53 AM
Q4 2023 61 $328M +$4.57M -$2.62M +$1.95M BRKB, VB, IWF, VUG, SCHD 13F-HR 2/6/2024, 02:06 PM
Q3 2023 60 $299M +$6.55M -$2.57M +$3.98M BRKB, VB, IWF, VUG, SCHD 13F-HR 11/3/2023, 01:05 PM
Q2 2023 61 $305M +$5.15M -$24.7M -$19.5M BRKB, VB, IWF, VUG, VIG 13F-HR 8/2/2023, 01:08 PM
Q1 2023 61 $310M +$9.08M -$2.49M +$6.59M BRKB, VB, IWF, SCHD, VUG 13F-HR 5/4/2023, 11:13 AM
Q4 2022 61 $293M +$21.7M -$13.2M +$8.44M BRKB, VB, SCHD, IWF, VIG 13F-HR 1/31/2023, 01:57 PM
Q3 2022 59 $264M +$15.9M -$4.36M +$11.6M BRKB, VB, SCHD, VIG, VUG 13F-HR 11/4/2022, 02:13 PM
Q2 2022 60 $273M +$29.5M -$24.4M +$5.01M VB, BRKB, SCHD, VIG, VUG 13F-HR 7/28/2022, 10:54 AM
Q1 2022 65 $313M +$6.12M -$9.38M -$3.27M BRKB, VB, VUG, IWF, VIG 13F-HR 5/3/2022, 12:21 PM
Q4 2021 64 $331M +$35.6M -$440M -$404M VB, BRKB, VUG, IWF, VIG 13F-HR 2/3/2022, 02:28 PM
Q3 2021 226 $705M +$17.2M -$14.3M +$2.93M VB, BRKB, AAPL, VUG, VIG 13F-HR 10/15/2021, 09:40 AM
Q2 2021 224 $706M +$62.4M -$45.2M +$17.1M VB, BRKB, AAPL, VIG, VUG 13F-HR 7/20/2021, 10:36 AM
Q1 2021 214 $656M +$20.7M -$14.9M +$5.7M VB, BRKB, VIG, AAPL, VUG 13F-HR 4/14/2021, 12:01 PM
Q4 2020 211 $618M +$65.2M -$45.3M +$19.9M VB, BRKB, AAPL, VIG, VUG 13F-HR 1/25/2021, 10:02 AM
Q3 2020 200 $548M +$40.8M -$12.8M +$27.9M BRKB, AAPL, AGG, VIG, VB 13F-HR 10/9/2020, 01:15 PM
Q2 2020 194 $500M +$54.3M -$35.7M +$18.6M BRKB, AAPL, VB, VIG, AGG 13F-HR 7/14/2020, 02:00 PM
Q1 2020 179 $412M +$41M -$80.3M -$39.3M BRKB, VIG, AAPL, SCHD, SHY 13F-HR 4/15/2020, 03:03 PM
Q4 2019 203 $551M +$48.8M -$39.6M +$9.14M BRKB, VCSH, VIG, AAPL, SCHD 13F-HR 1/13/2020, 07:57 PM
Q3 2019 197 $510M +$25.1M -$9.77M +$15.4M BRKB, VCSH, VIG, SCHD, SDY 13F-HR 10/25/2019, 11:57 AM
Q2 2019 197 $490M +$6.35M -$14.1M -$7.78M BRKB, VCSH, VIG, SCHD, SDY 13F-HR 7/26/2019, 02:41 PM
Q1 2019 198 $483M +$18M -$9.84M +$8.16M BRKB, VCSH, VIG, SDY, SCHD 13F-HR 4/29/2019, 03:16 PM
Q4 2018 194 $432M +$23M -$21.1M +$1.97M BRKB, VCSH, VIG, SDY, SCHD 13F-HR 1/29/2019, 04:05 PM
Q3 2018 174 $490M +$8.14M -$39.9M -$31.8M BRKB, VCSH, VIG, ARA, AAPL 13F-HR 10/24/2018, 11:16 AM
Q2 2018 197 $489M +$36.8M -$19.8M +$17M VCSH, BRKB, IWP, SCHH, VIG 13F-HR 7/30/2018, 02:50 PM
Q1 2018 195 $469M +$15.5M -$17.8M -$2.26M VCSH, BRKB, VIG, SDY, ARA 13F-HR 4/23/2018, 10:01 AM
Q4 2017 179 $479M +$11.5M -$7.23M +$4.23M VCSH, BRKB, SDY, VIG, AGG 13F-HR 1/24/2018, 03:53 PM
Q3 2017 178 $453M +$16M -$16.3M -$262K VCSH, BRKB, SDY, VIG, AGG 13F-HR 10/19/2017, 04:32 PM
Q2 2017 174 $442M +$25.6M -$11M +$14.6M VCSH, BRKB, SDY, ARA, AGG 13F-HR 7/27/2017, 10:30 AM
Q1 2017 172 $416M +$41.4M -$14.8M +$26.6M BRKB, VCSH, SDY, VIG, AGG 13F-HR 4/26/2017, 03:27 PM
Q4 2016 159 $374M +$12.7M -$11.7M +$1.05M BRKB, VCSH, SDY, AGG, VIG 13F-HR 2/9/2017, 03:03 PM
Q3 2016 155 $368M +$18.1M -$15.6M +$2.52M VCSH, BRKB, SDY, AGG, VIG 13F-HR 10/25/2016, 11:31 AM
Q2 2016 153 $360M $0 $0 VCSH, BRKB, SDY, AGG, VIG 13F-HR 8/9/2016, 03:38 PM
Q1 2014 149 $269M $0 $0 BRKB, VCSH, SDY, VIG, VUG 13F-HR 5/5/2016, 11:23 AM