Winch Advisory Services, LLC Vanguard Financial ETF Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 4,467 shares of VFH stock, worth $564,092. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,467

Previous 4,420 1.06%

Holding current value

$564,092

Previous $485,000 8.66%

% of portfolio

0.14%

Previous 0.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$108.87 - $126.2 $5,116 - $5,931	47 Added 1.06%	4,467 $527,000
Q3 2024 Oct 21, 2024	BUY	$99.27 - $111.21 $694 - $778	7 Added 0.16%	4,420 $485,000
Q1 2024 May 14, 2024	BUY	$90.62 - $102.39 $1,540 - $1,740	17 Added 0.39%	4,413 $451,000
Q4 2023 Jan 18, 2024	BUY	$75.97 - $92.67 $4,102 - $5,004	54 Added 1.24%	4,396 $405,000
Q3 2023 Nov 06, 2023	SELL	$80.32 - $86.71 $17,268 - $18,642	-215 Reduced 4.72%	4,342 $349,000
Q1 2023 May 10, 2023	BUY	$74.95 - $90.64 $1,424 - $1,722	19 Added 0.42%	4,557 $355,000
Q4 2022 Jan 26, 2023	BUY	$74.7 - $88.6 $3,510 - $4,164	47 Added 1.05%	4,538 $375,000
Q2 2022 Aug 12, 2022	BUY	$75.42 - $93.29 $5,581 - $6,903	74 Added 1.68%	4,491 $347,000
Q1 2022 Apr 26, 2022	SELL	$87.26 - $101.75 $42,059 - $49,043	-482 Reduced 9.84%	4,417 $413,000
Q4 2021 Feb 04, 2022	BUY	$92.72 - $100.95 $11,868 - $12,921	128 Added 2.68%	4,899 $473,000
Q2 2021 Aug 05, 2021	BUY	$85.53 - $94.49 $248,293 - $274,304	2,903 Added 155.41%	4,771 $432,000
Q1 2021 May 03, 2021	BUY	$71.74 - $86.71 $126,979 - $153,476	1,770 Added 1806.12%	1,868 $158,000
Q4 2020 Feb 09, 2021	BUY	$58.32 - $72.85 $5,715 - $7,139	98 New	98 $7,000

Others Institutions Holding VFH

# of Institutions

717

Shares Held

52.9M

Call Options Held

45K

Put Options Held

10.5K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Winch Advisory Services, LLC Vanguard Financial ETF Transaction History