Vanguard Personalized Indexing Management’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $942K | Buy |
7,592
+983
| +15% | +$122K | 0.01% | 894 |
|
|
2025
Q1 | $743K | Buy |
6,609
+359
| +6% | +$40.4K | 0.01% | 929 |
|
|
2024
Q4 | $779K | Buy |
6,250
+283
| +5% | +$35.3K | 0.01% | 898 |
|
|
2024
Q3 | $648K | Buy |
5,967
+1,301
| +28% | +$141K | 0.01% | 982 |
|
|
2024
Q2 | $459K | Buy |
4,666
+552
| +13% | +$54.3K | 0.01% | 1079 |
|
|
2024
Q1 | $429K | Sell |
4,114
-1,754
| -30% | -$183K | 0.01% | 1091 |
|
|
2023
Q4 | $544K | Buy |
5,868
+3,073
| +110% | +$285K | 0.01% | 950 |
|
|
2023
Q3 | $211K | Buy |
+2,795
| New | +$211K | 0.01% | 1281 |
|
|
2023
Q2 | – | Sell |
-6,109
| Closed | -$446K | – | 1536 |
|
|
2023
Q1 | $446K | Buy |
+6,109
| New | +$446K | 0.02% | 931 |
|