Winch Advisory Services, LLC Vanguard Intermediate Term Tre Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

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 12,602 shares of VGIT stock, worth $731,672. This represents 0.2% of its overall portfolio holdings.

Number of Shares

12,602

Previous 10,413 21.02%

Holding current value

$731,672

Previous $629,000 16.06%

% of portfolio

0.2%

Previous 0.18%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

775

Shares Held

389M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Winch Advisory Services, LLC Vanguard Intermediate Term Tre Transaction History