Winch Advisory Services, LLC Vanguard Dividend Appreciation Transaction History

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Winch Advisory Services, LLC holds 454 shares of VIG stock, worth $82,696. This represents 0.02% of its overall portfolio holdings.

Number of Shares
454
Previous 358 26.82%
Holding current value
$82,696
Previous $65,000 26.15%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 14, 2025
BUY
N/A
96 Added 26.82%
454 $82,000
Q3 2024

Oct 21, 2024
BUY
$182.15 - $182.15 $364 - $364
2 Added 0.56%
358 $65,000
Q1 2024

May 14, 2024
BUY
$168.47 - $182.98 $8,760 - $9,514
52 Added 17.11%
356 $65,000
Q4 2023

Jan 18, 2024
BUY
$150.16 - $171.16 $450 - $513
3 Added 1.0%
304 $51,000
Q3 2023

Nov 06, 2023
BUY
$155.38 - $166.95 $16,159 - $17,362
104 Added 52.79%
301 $47,000
Q2 2023

Aug 08, 2023
BUY
$152.74 - $162.43 $19,550 - $20,791
128 Added 185.51%
197 $32,000
Q3 2022

Oct 31, 2022
BUY
N/A
1 Added 1.47%
69 $9,000
Q2 2022

Aug 12, 2022
BUY
N/A
68 New
68 $10,000

Others Institutions Holding VIG

# of Institutions
2,484
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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