Wintrust Investments’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $23K | Sell |
91
-5
| -5% | -$1.29K | 0.02% | 372 |
|
|
2024
Q3 | $23K | Sell |
96
-871
| -90% | -$203K | 0.02% | 459 |
|
|
2024
Q2 | $222K | Sell |
967
-31
| -3% | -$7.11K | 0.02% | 436 |
|
|
2024
Q1 | $235K | Buy |
998
+62
| +7% | +$13.9K | 0.02% | 421 |
|
|
2023
Q4 | $206K | Buy |
+936
| New | +$187K | 0.02% | 427 |
|
|
2023
Q3 | – | Sell |
-1,206
| Closed | -$248K | – | 440 |
|
|
2023
Q2 | $248K | Sell |
1,206
-4,748
| -80% | -$920K | 0.02% | 369 |
|
|
2023
Q1 | $1.16M | Sell |
5,954
-208
| -3% | -$39.8K | 0.15% | 120 |
|
|
2022
Q4 | $1.11M | Sell |
6,162
-18
| -0.3% | -$3.26K | 0.14% | 131 |
|
|
2022
Q3 | $1.05M | Sell |
6,180
-19
| -0.3% | -$3.6K | 0.13% | 143 |
|
|
2022
Q2 | $1.09M | Sell |
6,199
-22
| -0.4% | -$4.26K | 0.13% | 141 |
|
|
2022
Q1 | $1.39M | Hold |
6,221
| – | – | 0.13% | 133 |
|
|
2021
Q4 | $1.58M | Buy |
6,221
+143
| +2% | +$36K | 0.15% | 125 |
|
|
2021
Q3 | $1.44M | Sell |
6,078
-196
| -3% | -$47.5K | 0.19% | 91 |
|
|
2021
Q2 | $1.48M | Buy |
6,274
+138
| +2% | +$30.9K | 0.15% | 124 |
|
|
2021
Q1 | $1.32M | Buy |
6,136
+4,065
| +196% | +$882K | 0.14% | 140 |
|
|
2020
Q4 | $439K | Buy |
2,071
+1
| +0% | +$197 | 0.12% | 114 |
|
|
2020
Q3 | $373K | Sell |
2,070
-3
| -0.1% | -$529 | 0.05% | 242 |
|
|
2020
Q2 | $342K | Sell |
2,073
-4
| -0.2% | -$605 | 0.05% | 254 |
|
|
2020
Q1 | $263K | Sell |
2,077
-28
| -1% | -$4.25K | 0.04% | 258 |
|
|
2019
Q4 | $334K | Sell |
2,105
-32
| -1% | -$4.88K | 0.05% | 271 |
|
|
2019
Q3 | $317K | Buy |
2,137
+33
| +2% | +$4.94K | 0.05% | 276 |
|
|
2019
Q2 | $314K | Sell |
2,104
-135
| -6% | -$19.7K | 0.05% | 281 |
|
|
2019
Q1 | $320K | Sell |
2,239
-209
| -9% | -$28.1K | 0.05% | 262 |
|
|
2018
Q4 | $293K | Buy |
2,448
+150
| +7% | +$19.3K | 0.05% | 264 |
|
|
2018
Q3 | $327K | Sell |
2,298
-490
| -18% | -$68.6K | 0.05% | 277 |
|
|
2018
Q2 | $375K | Buy |
2,788
+978
| +54% | +$130K | 0.07% | 249 |
|
|
2018
Q1 | $235K | Sell |
1,810
-95
| -5% | -$12.5K | 0.06% | 227 |
|
|
2017
Q4 | $243K | Sell |
1,905
-1,345
| -41% | -$169K | 0.06% | 252 |
|
|
2017
Q3 | $396K | Sell |
3,250
-452
| -12% | -$53.9K | 0.1% | 187 |
|
|
2017
Q2 | $436K | Sell |
3,702
-397
| -10% | -$46.1K | 0.12% | 182 |
|
|
2017
Q1 | $463K | Sell |
4,099
-321
| -7% | -$35.7K | 0.13% | 173 |
|
|
2016
Q4 | $467K | Buy |
4,420
+98
| +2% | +$10.3K | 0.19% | 110 |
|
|
2016
Q3 | $460K | Buy |
4,322
+5
| +0.1% | +$529 | 0.21% | 94 |
|
|
2016
Q2 | $40K | Buy |
+4,317
| New | +$436K | 0.08% | 114 |
|
Other funds holding VOT
TI
EWA
Wintrust Investments's VOT Position: Q4 2024 in Review
Wintrust Investments reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.2% in Q4 2024, selling an estimated $1.29K and leaving 91 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #372.
Wintrust Investments first reported a position in VOT in Q2 2016 and has held it in 34 quarters since. The position peaked at $1.58M in Q4 2021. 978 funds tracked by Wall St. Rank hold VOT as of Q4 2024.
- Wintrust Investments held 91 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $23K as of Q4 2024.
- Wintrust Investments sold 5 Vanguard Morningstar Mid-Cap Growth ETF shares in Q4 2024, an estimated $1.29K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #372 holding.
- Wintrust Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2016 and has held it in 34 quarters since.
- Wintrust Investments's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.58M in Q4 2021.
- 978 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.