Winch Advisory Services, LLC Vanguard Intermediate Term Tre Transaction History

Winch Advisory Services, LLC

$427 Million
Q3 2025

A detailed history of Winch Advisory Services, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Winch Advisory Services, LLC holds 16,157 shares of VGIT stock, worth $969,420. This represents 0.23% of its overall portfolio holdings.

Number of Shares

16,157

Previous 14,481 11.57%

Holding current value

$969,420

Previous $866,000 11.89%

% of portfolio

0.23%

Previous 0.22%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$58.97 - $60.36 $98,833 - $101,163	1,676 Added 11.57%	16,157 $969,000
Q2 2025 Aug 07, 2025	BUY	$58.63 - $59.9 $8,208 - $8,386	140 Added 0.98%	14,481 $866,000
Q1 2025 May 05, 2025	BUY	$57.44 - $59.4 $99,888 - $103,296	1,739 Added 13.8%	14,341 $851,000
Q4 2024 Jan 14, 2025	BUY	$57.78 - $60.4 $126,480 - $132,215	2,189 Added 21.02%	12,602 $730,000
Q3 2024 Oct 21, 2024	BUY	$57.8 - $60.8 $5,491 - $5,776	95 Added 0.92%	10,413 $629,000

Q2 2024 Jul 31, 2024	BUY	$57.14 - $58.53 $70,682 - $72,401	1,237 Added 13.62%	10,318 $600,000
Q1 2024 May 14, 2024	BUY	$58.07 - $59.52 $174,442 - $178,798	3,004 Added 49.43%	9,081 $531,000
Q4 2023 Jan 18, 2024	BUY	$56.15 - $59.51 $333,643 - $353,608	5,942 Added 4401.48%	6,077 $360,000
Q3 2023 Nov 06, 2023	BUY	$56.93 - $59.05 $56 - $59	1 Added 0.75%	135 $8,000
Q2 2023 Aug 08, 2023	BUY	$58.61 - $60.65 $3,985 - $4,124	68 Added 103.03%	134 $8,000
Q4 2022 Jan 26, 2023	BUY	$57.14 - $59.67 $3,771 - $3,938	66 New	66 $4,000
Q2 2022 Aug 12, 2022	SELL	$59.34 - $62.5 $75,302 - $79,312	-1,269 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$62.43 - $66.15 $124 - $132	2 Added 0.16%	1,269 $80,000
Q4 2021 Feb 04, 2022	BUY	$66.4 - $67.68 $730 - $744	11 Added 0.88%	1,267 $84,000
Q3 2021 Nov 10, 2021	SELL	$67.44 - $68.68 $16,050 - $16,345	-238 Reduced 15.93%	1,256 $85,000
Q2 2021 Aug 05, 2021	BUY	$67.21 - $68.13 $336 - $340	5 Added 0.34%	1,494 $101,000
Q1 2021 May 03, 2021	BUY	$67.23 - $69.45 $134 - $138	2 Added 0.13%	1,489 $100,000
Q4 2020 Feb 09, 2021	BUY	$69.32 - $70.41 $1,178 - $1,196	17 Added 1.16%	1,487 $103,000
Q3 2020 Nov 04, 2020	BUY	$70.34 - $70.85 $351 - $354	5 Added 0.34%	1,470 $104,000
Q2 2020 Aug 12, 2020	BUY	$69.86 - $70.63 $102,344 - $103,472	1,465 New	1,465 $103,000

Others Institutions Holding VGIT

# of Institutions

914

Shares Held

427M

Call Options Held

Put Options Held

5.4K

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About VANGUARD INTERMEDIATE-TERM TRE

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Winch Advisory Services, LLC Vanguard Intermediate Term Tre Transaction History