Winch Advisory Services, LLC Vanguard Financial ETF Transaction History

Winch Advisory Services, LLC

$345 Million
Q3 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 4,420 shares of VFH stock, worth $529,781. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,420

Previous 4,413 0.16%

Holding current value

$529,781

Previous $440,000 10.23%

% of portfolio

0.14%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

688

Shares Held

52.3M

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

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 Financial ETF Transaction History