Winch Advisory Services, LLC Vanguard Total Stock Market Et Transaction History

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Winch Advisory Services, LLC holds 9,978 shares of VTI stock, worth $2.97 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
9,978
Previous 11,602 14.0%
Holding current value
$2.97 Million
Previous $3.29 Million 11.99%
% of portfolio
0.8%
Previous 0.95%

Shares

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

Jan 14, 2025
SELL
$280.04 - $302.45 $454,784 - $491,178
-1,624 Reduced 14.0%
9,978 $2.89 Million
Q3 2024

Oct 21, 2024
BUY
$255.18 - $283.2 $102,582 - $113,846
402 Added 3.59%
11,602 $3.29 Million
Q2 2024

Jul 31, 2024
BUY
$245.23 - $269.4 $107,655 - $118,266
439 Added 4.08%
11,200 $3 Million
Q1 2024

May 14, 2024
BUY
$232.77 - $260.14 $112,660 - $125,907
484 Added 4.71%
10,761 $2.8 Million
Q4 2023

Jan 18, 2024
BUY
$203.12 - $238.25 $691,623 - $811,241
3,405 Added 49.55%
10,277 $2.44 Million
Q3 2023

Nov 06, 2023
BUY
$211.41 - $228.35 $572,921 - $618,828
2,710 Added 65.11%
6,872 $1.46 Million
Q2 2023

Aug 08, 2023
BUY
$200.75 - $220.28 $96,159 - $105,514
479 Added 13.01%
4,162 $917,000
Q1 2023

May 10, 2023
BUY
$189.85 - $210.01 $80,116 - $88,624
422 Added 12.94%
3,683 $752,000
Q4 2022

Jan 26, 2023
BUY
$179.3 - $204.18 $209,243 - $238,278
1,167 Added 55.73%
3,261 $623,000
Q3 2022

Oct 31, 2022
BUY
$179.47 - $216.24 $37,868 - $45,626
211 Added 11.21%
2,094 $376,000
Q2 2022

Aug 12, 2022
BUY
$183.02 - $230.52 $3,660 - $4,610
20 Added 1.07%
1,883 $355,000
Q1 2022

Apr 26, 2022
SELL
$209.9 - $242.97 $115,235 - $133,390
-549 Reduced 22.76%
1,863 $424,000
Q4 2021

Feb 04, 2022
BUY
$221.73 - $242.96 $119,512 - $130,955
539 Added 28.78%
2,412 $582,000
Q3 2021

Nov 10, 2021
SELL
$219.23 - $234.37 $16,661 - $17,812
-76 Reduced 3.9%
1,873 $416,000
Q2 2021

Aug 05, 2021
BUY
$209.28 - $222.82 $113,639 - $120,991
543 Added 38.62%
1,949 $434,000
Q1 2021

May 03, 2021
BUY
$191.87 - $208.85 $383 - $417
2 Added 0.14%
1,406 $291,000
Q4 2020

Feb 09, 2021
BUY
$166.99 - $194.64 $166 - $194
1 Added 0.07%
1,404 $273,000
Q3 2020

Nov 04, 2020
BUY
$157.44 - $181.24 $787 - $906
5 Added 0.36%
1,403 $239,000
Q2 2020

Aug 12, 2020
SELL
$122.96 - $164.1 $234,115 - $312,446
-1,904 Reduced 57.66%
1,398 $219,000
Q1 2020

May 13, 2020
BUY
$111.91 - $172.17 $6,490 - $9,985
58 Added 1.79%
3,302 $426,000
Q4 2019

Feb 12, 2020
BUY
$146.61 - $164.29 $37,238 - $41,729
254 Added 8.49%
3,244 $531,000
Q3 2019

Nov 13, 2019
SELL
$150.3 - $153.62 $31,863 - $32,567
-212 Reduced 6.62%
2,990 $451,000
Q2 2019

Aug 07, 2019
BUY
N/A
40 Added 1.27%
3,202 $481,000
Q1 2019

May 13, 2019
BUY
N/A
127 Added 4.18%
3,162 $458,000
Q4 2018

Feb 05, 2019
BUY
N/A
206 Added 7.28%
3,035 $387,000
Q3 2018

Nov 13, 2018
SELL
N/A
-1 Reduced 0.04%
2,829 $423,000
Q2 2018

Aug 13, 2018
BUY
N/A
25 Added 0.89%
2,830 $397,000
Q1 2018

May 11, 2018
SELL
N/A
-59,686 Reduced 95.51%
2,805 $381,000
Q4 2017

Feb 13, 2018
BUY
N/A
341 Added 0.55%
62,491 $8.58 Million
Q3 2017

Nov 13, 2017
BUY
N/A
62,150
62,150 $8.05 Million

Others Institutions Holding VTI

# of Institutions
3,265
Shares Held
458M
Call Options Held
1.39M
Put Options Held
611K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email