Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $211K | Buy |
800
+126
| +19% | +$33.2K | 0.19% | 89 |
|
|
2024
Q3 | $177K | Sell |
674
-6,914
| -91% | -$1.82M | 0.13% | 144 |
|
|
2024
Q2 | $1.84M | Sell |
7,588
-1,038
| -12% | -$251K | 0.15% | 129 |
|
|
2024
Q1 | $2.16M | Buy |
8,626
+363
| +4% | +$90.7K | 0.19% | 113 |
|
|
2023
Q4 | $1.92M | Sell |
8,263
-49
| -0.6% | -$11.4K | 0.19% | 112 |
|
|
2023
Q3 | $1.73M | Buy |
8,312
+1,137
| +16% | +$237K | 0.18% | 116 |
|
|
2023
Q2 | $1.58M | Sell |
7,175
-1,610
| -18% | -$355K | 0.16% | 126 |
|
|
2023
Q1 | $1.85M | Buy |
8,785
+1,626
| +23% | +$343K | 0.24% | 78 |
|
|
2022
Q4 | $1.46M | Buy |
7,159
+138
| +2% | +$28.1K | 0.19% | 112 |
|
|
2022
Q3 | $1.32M | Sell |
7,021
-723
| -9% | -$136K | 0.17% | 114 |
|
|
2022
Q2 | $1.53M | Sell |
7,744
-703
| -8% | -$138K | 0.18% | 104 |
|
|
2022
Q1 | $2.01M | Buy |
8,447
+3,220
| +62% | +$766K | 0.19% | 97 |
|
|
2021
Q4 | $1.33M | Buy |
5,227
+1,397
| +36% | +$356K | 0.13% | 139 |
|
|
2021
Q3 | $907K | Buy |
3,830
+307
| +9% | +$72.7K | 0.12% | 131 |
|
|
2021
Q2 | $836K | Buy |
3,523
+300
| +9% | +$71.2K | 0.09% | 184 |
|
|
2021
Q1 | $713K | Buy |
3,223
+35
| +1% | +$7.74K | 0.07% | 212 |
|
|
2020
Q4 | $659K | Buy |
3,188
+1
| +0% | +$207 | 0.19% | 90 |
|
|
2020
Q3 | $562K | Buy |
3,187
+200
| +7% | +$35.3K | 0.08% | 184 |
|
|
2020
Q2 | $490K | Sell |
2,987
-4,830
| -62% | -$792K | 0.07% | 197 |
|
|
2020
Q1 | $1.03M | Sell |
7,817
-478
| -6% | -$62.9K | 0.17% | 105 |
|
|
2019
Q4 | $1.48M | Buy |
8,295
+1,218
| +17% | +$217K | 0.21% | 93 |
|
|
2019
Q3 | $1.19M | Buy |
7,077
+224
| +3% | +$37.5K | 0.18% | 105 |
|
|
2019
Q2 | $1.15M | Sell |
6,853
-20
| -0.3% | -$3.35K | 0.17% | 107 |
|
|
2019
Q1 | $1.11M | Sell |
6,873
-2,633
| -28% | -$423K | 0.18% | 107 |
|
|
2018
Q4 | $1.31M | Buy |
9,506
+7,603
| +400% | +$1.05M | 0.25% | 83 |
|
|
2018
Q3 | $312K | Sell |
1,903
-261
| -12% | -$42.8K | 0.05% | 282 |
|
|
2018
Q2 | $341K | Sell |
2,164
-138
| -6% | -$21.7K | 0.06% | 265 |
|
|
2018
Q1 | $355K | Sell |
2,302
-290
| -11% | -$44.7K | 0.09% | 176 |
|
|
2017
Q4 | $401K | Sell |
2,592
-629
| -20% | -$97.3K | 0.09% | 189 |
|
|
2017
Q3 | $473K | Sell |
3,221
-2
| -0.1% | -$294 | 0.12% | 170 |
|
|
2017
Q2 | $459K | Buy |
3,223
+942
| +41% | +$134K | 0.12% | 175 |
|
|
2017
Q1 | $318K | Buy |
2,281
+10
| +0.4% | +$1.39K | 0.09% | 222 |
|
|
2016
Q4 | $299K | Buy |
2,271
+5
| +0.2% | +$658 | 0.12% | 156 |
|
|
2016
Q3 | $293K | Sell |
2,266
-37
| -2% | -$4.78K | 0.14% | 142 |
|
|
2016
Q2 | $85K | Buy |
+2,303
| New | +$85K | 0.17% | 44 |
|