WI
Wintrust Investments’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $178K | Buy |
663
+34
| +5% | +$9.13K | 0.16% | 108 |
|
|
2024
Q3 | $165K | Sell |
629
-4,783
| -88% | -$1.25M | 0.12% | 149 |
|
|
2024
Q2 | $1.35M | Buy |
5,412
+364
| +7% | +$90.9K | 0.11% | 160 |
|
|
2024
Q1 | $1.21M | Buy |
5,048
+278
| +6% | +$66.6K | 0.11% | 170 |
|
|
2023
Q4 | $1.04M | Sell |
4,770
-307
| -6% | -$67K | 0.1% | 170 |
|
|
2023
Q3 | $993K | Buy |
5,077
+2,538
| +100% | +$496K | 0.1% | 174 |
|
|
2023
Q2 | $515K | Buy |
2,539
+1,187
| +88% | +$241K | 0.05% | 263 |
|
|
2023
Q1 | $252K | Sell |
1,352
-151
| -10% | -$28.1K | 0.03% | 296 |
|
|
2022
Q4 | $262K | Buy |
1,503
+2
| +0.1% | +$349 | 0.03% | 309 |
|
|
2022
Q3 | $246K | Buy |
1,501
+301
| +25% | +$49.3K | 0.03% | 342 |
|
|
2022
Q2 | $207K | Buy |
1,200
+1
| +0.1% | +$173 | 0.02% | 357 |
|
|
2022
Q1 | $250K | Buy |
1,199
+1
| +0.1% | +$209 | 0.02% | 351 |
|
|
2021
Q4 | $265K | Buy |
1,198
+80
| +7% | +$17.7K | 0.03% | 359 |
|
|
2021
Q3 | $225K | Buy |
1,118
+21
| +2% | +$4.23K | 0.03% | 250 |
|
|
2021
Q2 | $220K | Buy |
+1,097
| New | +$220K | 0.02% | 396 |
|