Winch Advisory Services, LLC Vanguard Whitehall Fds (Vangua Transaction History

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1,772 shares of VYM stock, worth $236,012. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,772
Previous 1,598 10.89%
Holding current value
$236,012
Previous $204,000 10.78%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 14, 2025
BUY
$126.68 - $134.74 $22,042 - $23,444
174 Added 10.89%
1,772 $226,000
Q3 2024

Oct 21, 2024
BUY
$117.9 - $128.2 $1,179 - $1,282
10 Added 0.63%
1,598 $204,000
Q2 2024

Jul 31, 2024
BUY
$114.71 - $121.51 $8,259 - $8,748
72 Added 4.75%
1,588 $188,000
Q1 2024

May 14, 2024
BUY
$109.98 - $120.99 $18,366 - $20,205
167 Added 12.38%
1,516 $183,000
Q4 2023

Jan 18, 2024
BUY
$98.71 - $111.84 $1,283 - $1,453
13 Added 0.97%
1,349 $150,000
Q3 2023

Nov 06, 2023
BUY
$103.32 - $110.34 $929 - $993
9 Added 0.68%
1,336 $138,000
Q2 2023

Aug 08, 2023
BUY
$101.36 - $107.68 $20,778 - $22,074
205 Added 18.27%
1,327 $141,000
Q1 2023

May 10, 2023
BUY
$100.82 - $111.44 $705 - $780
7 Added 0.63%
1,122 $118,000
Q4 2022

Jan 26, 2023
SELL
$96.14 - $113.15 $3,749 - $4,412
-39 Reduced 3.38%
1,115 $121,000
Q3 2022

Oct 31, 2022
BUY
$94.88 - $110.28 $759 - $882
8 Added 0.7%
1,154 $110,000
Q2 2022

Aug 12, 2022
BUY
$99.2 - $114.57 $793 - $916
8 Added 0.7%
1,146 $117,000
Q1 2022

Apr 26, 2022
BUY
$107.24 - $115.01 $643 - $690
6 Added 0.53%
1,138 $128,000
Q4 2021

Feb 04, 2022
BUY
$104.33 - $112.16 $23,682 - $25,460
227 Added 25.08%
1,132 $127,000
Q3 2021

Nov 10, 2021
BUY
$102.3 - $108.36 $204 - $216
2 Added 0.22%
905 $94,000
Q2 2021

Aug 05, 2021
BUY
$101.6 - $107.95 $304 - $323
3 Added 0.33%
903 $95,000
Q1 2021

May 03, 2021
BUY
$90.4 - $101.83 $271 - $305
3 Added 0.33%
900 $91,000
Q4 2020

Feb 09, 2021
BUY
$78.88 - $92.1 $236 - $276
3 Added 0.34%
897 $82,000
Q3 2020

Nov 04, 2020
SELL
$77.57 - $85.18 $16,212 - $17,802
-209 Reduced 18.95%
894 $72,000
Q2 2020

Aug 12, 2020
BUY
$67.79 - $86.78 $406 - $520
6 Added 0.55%
1,103 $87,000
Q1 2020

May 13, 2020
BUY
$60.97 - $94.78 $16,157 - $25,116
265 Added 31.85%
1,097 $78,000
Q4 2019

Feb 12, 2020
BUY
$85.84 - $94.47 $39,743 - $43,739
463 Added 125.47%
832 $78,000
Q3 2019

Nov 13, 2019
BUY
$88.2 - $89.75 $264 - $269
3 Added 0.82%
369 $33,000
Q2 2019

Aug 07, 2019
BUY
N/A
2 Added 0.55%
366 $32,000
Q1 2019

May 13, 2019
BUY
N/A
2 Added 0.55%
364 $31,000
Q4 2018

Feb 05, 2019
BUY
N/A
5 Added 1.4%
362 $28,000
Q2 2018

Aug 13, 2018
BUY
N/A
4 Added 1.13%
357 $30,000
Q1 2018

May 11, 2018
SELL
N/A
-60,187 Reduced 99.42%
353 $29,000
Q4 2017

Feb 13, 2018
BUY
N/A
1,004 Added 1.69%
60,540 $5.18 Million
Q3 2017

Nov 13, 2017
BUY
N/A
59,536
59,536 $4.83 Million

Others Institutions Holding VYM

# of Institutions
1,943
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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