Winch Advisory Services, LLC Vanguard Energy ETF Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 121 shares of VDE stock, worth $16,063. This represents 0.0% of its overall portfolio holdings.

Number of Shares

121

Previous 119 1.68%

Holding current value

$16,063

Previous $14,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$116.67 - $136.78 $233 - $273	2 Added 1.68%	121 $14,000
Q3 2024 Oct 21, 2024	BUY	$117.44 - $131.06 $117 - $131	1 Added 0.85%	119 $14,000
Q4 2023 Jan 18, 2024	BUY	$113.37 - $128.78 $226 - $257	2 Added 1.72%	118 $13,000
Q3 2023 Nov 06, 2023	SELL	$110.08 - $130.52 $5,504 - $6,526	-50 Reduced 30.12%	116 $15,000
Q1 2023 May 10, 2023	BUY	$106.22 - $128.7 $212 - $257	2 Added 1.22%	166 $19,000
Q4 2022 Jan 26, 2023	BUY	$107.13 - $131.88 $5,677 - $6,989	53 Added 47.75%	164 $20,000
Q2 2022 Aug 12, 2022	BUY	$97.94 - $128.99 $97 - $128	1 Added 0.91%	111 $11,000
Q4 2021 Feb 04, 2022	BUY	$74.1 - $83.72 $222 - $251	3 Added 2.8%	110 $9,000
Q2 2021 Aug 05, 2021	BUY	$65.04 - $78.97 $6,959 - $8,449	107 New	107 $8,000

Others Institutions Holding VDE

# of Institutions

679

Shares Held

22.1M

Call Options Held

101K

Put Options Held

18.9K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

Track This Portfolio

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.

Account

Winch Advisory Services, LLC Vanguard Energy ETF Transaction History