Winch Advisory Services, LLC Vanguard Small Cap ETF Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 153 shares of VB stock, worth $38,526. This represents 0.01% of its overall portfolio holdings.

Number of Shares

153

Previous 198 22.73%

Holding current value

$38,526

Previous $46,000 21.74%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$233.76 - $261.58 $10,519 - $11,771	-45 Reduced 22.73%	153 $36,000
Q3 2024 Oct 21, 2024	BUY	$214.77 - $237.72 $9,879 - $10,935	46 Added 30.26%	198 $46,000
Q1 2024 May 14, 2024	BUY	$204.0 - $228.59 $204 - $228	1 Added 0.66%	152 $34,000
Q3 2023 Nov 06, 2023	BUY	$186.24 - $208.75 $186 - $208	1 Added 0.67%	151 $28,000
Q2 2023 Aug 08, 2023	BUY	$181.26 - $198.89 $181 - $198	1 Added 0.67%	150 $30,000
Q4 2022 Jan 26, 2023	SELL	$172.82 - $196.57 $131,688 - $149,786	-762 Reduced 83.64%	149 $27,000
Q3 2022 Oct 31, 2022	BUY	$170.45 - $206.62 $3,068 - $3,719	18 Added 2.02%	911 $156,000
Q1 2022 Apr 26, 2022	SELL	$198.73 - $227.97 $46,502 - $53,344	-234 Reduced 20.76%	893 $190,000
Q4 2021 Feb 04, 2022	BUY	$215.13 - $239.37 $430 - $478	2 Added 0.18%	1,127 $255,000
Q3 2021 Nov 10, 2021	SELL	$211.9 - $229.42 $2,542 - $2,753	-12 Reduced 1.06%	1,125 $246,000
Q2 2021 Aug 05, 2021	BUY	$211.77 - $228.05 $211,558 - $227,821	999 Added 723.91%	1,137 $256,000
Q4 2020 Feb 09, 2021	BUY	$156.0 - $196.91 $10,608 - $13,389	68 Added 97.14%	138 $27,000
Q1 2020 May 13, 2020	BUY	$98.45 - $170.48 $6,891 - $11,933	70 New	70 $8,000

Others Institutions Holding VB

# of Institutions

2,144

Shares Held

151M

Call Options Held

102K

Put Options Held

107K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Winch Advisory Services, LLC Vanguard Small Cap ETF Transaction History