Wintrust Investments’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $211K | Buy |
3,200
+504
| +19% | +$34.2K | 0.19% | 89 |
|
|
2024
Q3 | $177K | Sell |
2,696
-27,656
| -91% | -$1.74M | 0.13% | 144 |
|
|
2024
Q2 | $1.84M | Sell |
30,352
-4,152
| -12% | -$252K | 0.15% | 129 |
|
|
2024
Q1 | $2.15M | Buy |
34,504
+1,452
| +4% | +$85.8K | 0.19% | 113 |
|
|
2023
Q4 | $1.92M | Sell |
33,052
-196
| -0.6% | -$10.5K | 0.19% | 112 |
|
|
2023
Q3 | $1.73M | Buy |
33,248
+4,548
| +16% | +$249K | 0.18% | 116 |
|
|
2023
Q2 | $1.58M | Sell |
28,700
-6,440
| -18% | -$338K | 0.16% | 126 |
|
|
2023
Q1 | $1.85M | Buy |
35,140
+6,504
| +23% | +$346K | 0.24% | 78 |
|
|
2022
Q4 | $1.46M | Buy |
28,636
+552
| +2% | +$28.1K | 0.19% | 112 |
|
|
2022
Q3 | $1.32M | Sell |
28,084
-2,892
| -9% | -$151K | 0.17% | 114 |
|
|
2022
Q2 | $1.52M | Sell |
30,976
-2,812
| -8% | -$152K | 0.18% | 104 |
|
|
2022
Q1 | $2.01M | Buy |
33,788
+12,880
| +62% | +$756K | 0.19% | 97 |
|
|
2021
Q4 | $1.33M | Buy |
20,908
+5,588
| +36% | +$350K | 0.13% | 139 |
|
|
2021
Q3 | $907K | Buy |
15,320
+1,228
| +9% | +$74.2K | 0.12% | 131 |
|
|
2021
Q2 | $836K | Buy |
14,092
+1,200
| +9% | +$69.5K | 0.09% | 184 |
|
|
2021
Q1 | $713K | Buy |
12,892
+140
| +1% | +$7.6K | 0.07% | 212 |
|
|
2020
Q4 | $659K | Buy |
12,752
+4
| +0% | +$194 | 0.19% | 90 |
|
|
2020
Q3 | $562K | Buy |
12,748
+800
| +7% | +$34.9K | 0.08% | 184 |
|
|
2020
Q2 | $490K | Sell |
11,948
-19,320
| -62% | -$740K | 0.07% | 197 |
|
|
2020
Q1 | $1.03M | Sell |
31,268
-1,912
| -6% | -$79.2K | 0.17% | 105 |
|
|
2019
Q4 | $1.48M | Buy |
33,180
+4,872
| +17% | +$209K | 0.21% | 93 |
|
|
2019
Q3 | $1.19M | Buy |
28,308
+896
| +3% | +$37.4K | 0.18% | 105 |
|
|
2019
Q2 | $1.15M | Sell |
27,412
-80
| -0.3% | -$3.27K | 0.17% | 107 |
|
|
2019
Q1 | $1.1M | Sell |
27,492
-10,532
| -28% | -$405K | 0.18% | 107 |
|
|
2018
Q4 | $1.31M | Buy |
38,024
+30,412
| +400% | +$1.14M | 0.25% | 83 |
|
|
2018
Q3 | $312K | Sell |
7,612
-1,044
| -12% | -$42.6K | 0.05% | 282 |
|
|
2018
Q2 | $341K | Sell |
8,656
-552
| -6% | -$21.7K | 0.06% | 265 |
|
|
2018
Q1 | $355K | Sell |
9,208
-1,160
| -11% | -$45.7K | 0.09% | 176 |
|
|
2017
Q4 | $401K | Sell |
10,368
-2,516
| -20% | -$95K | 0.09% | 189 |
|
|
2017
Q3 | $473K | Sell |
12,884
-8
| -0.1% | -$289 | 0.12% | 170 |
|
|
2017
Q2 | $459K | Buy |
12,892
+3,768
| +41% | +$133K | 0.12% | 175 |
|
|
2017
Q1 | $318K | Buy |
9,124
+40
| +0.4% | +$1.37K | 0.09% | 222 |
|
|
2016
Q4 | $299K | Buy |
9,084
+20
| +0.2% | +$647 | 0.12% | 157 |
|
|
2016
Q3 | $293K | Sell |
9,064
-148
| -2% | -$4.75K | 0.14% | 142 |
|
|
2016
Q2 | $85K | Buy |
+9,212
| New | +$282K | 0.17% | 44 |
|
Other funds holding VO
Wintrust Investments's VO Position: Q4 2024 in Review
Wintrust Investments increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 19% in Q4 2024, buying an estimated $34.2K and bringing the position to 3,200 shares worth $211K. The position accounts for 0.19% of the portfolio, ranked #89.
Wintrust Investments first reported a position in VO in Q2 2016 and has held it in 35 quarters since. The position peaked at $2.15M in Q1 2024. 2,137 funds tracked by Wall St. Rank hold VO as of Q4 2024.
- Wintrust Investments held 3,200 shares of Vanguard Morningstar Mid-Cap ETF worth $211K as of Q4 2024.
- Wintrust Investments bought 504 Vanguard Morningstar Mid-Cap ETF shares in Q4 2024, an estimated $34.2K.
- Vanguard Morningstar Mid-Cap ETF made up 0.19% of Wintrust Investments's portfolio in Q4 2024, its #89 holding.
- Wintrust Investments first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2016 and has held it in 35 quarters since.
- Wintrust Investments's Vanguard Morningstar Mid-Cap ETF position peaked at $2.15M in Q1 2024.
- 2,137 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.