Winch Advisory Services, LLC Vanguard Total World Stk Index Transaction History

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Winch Advisory Services, LLC holds 136 shares of VT stock, worth $16,488. This represents 0.0% of its overall portfolio holdings.

Number of Shares
136
Previous 135 0.74%
Holding current value
$16,488
Previous $16,000 6.25%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$117.09 - $123.07 $117 - $123
1 Added 0.74%
136 $15,000
Q3 2024

Oct 21, 2024
BUY
$107.72 - $119.96 $107 - $119
1 Added 0.75%
135 $16,000
Q2 2024

Jul 31, 2024
BUY
$104.94 - $113.51 $104 - $113
1 Added 0.75%
134 $15,000
Q4 2023

Jan 18, 2024
SELL
$88.97 - $103.1 $1,601 - $1,855
-18 Reduced 11.92%
133 $13,000
Q3 2023

Nov 06, 2023
SELL
$92.79 - $100.59 $92 - $100
-1 Reduced 0.66%
151 $14,000
Q2 2023

Aug 08, 2023
BUY
$91.33 - $98.06 $91 - $98
1 Added 0.66%
152 $15,000
Q1 2023

May 10, 2023
SELL
$86.24 - $94.55 $1,034 - $1,134
-12 Reduced 7.36%
151 $14,000
Q4 2022

Jan 26, 2023
BUY
$78.67 - $91.07 $12,823 - $14,844
163 New
163 $14,000
Q4 2021

Feb 04, 2022
SELL
$101.45 - $109.23 $1,318 - $1,419
-13 Closed
0 $0
Q1 2021

May 03, 2021
SELL
$92.05 - $98.71 $1,012 - $1,085
-11 Reduced 45.83%
13 $1,000
Q4 2020

Feb 09, 2021
BUY
$78.99 - $92.58 $1,895 - $2,221
24 New
24 $2,000
Q1 2018

May 11, 2018
SELL
N/A
-68 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
1 Added 1.49%
68 $5,000
Q3 2017

Nov 13, 2017
BUY
N/A
67
67 $5,000

Others Institutions Holding VT

# of Institutions
1,031
Shares Held
87.9M
Call Options Held
149K
Put Options Held
45.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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