Winch Advisory Services, LLC Vanguard Industrial ETF Transaction History

Winch Advisory Services, LLC

$312 Million
Q1 2024

A detailed history of Winch Advisory Services, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1,090 shares of VIS stock, worth $254,907. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,090

Previous 1,087 0.28%

Holding current value

$254,907

Previous $239,000 11.3%

% of portfolio

0.09%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$212.18 - $244.15 $636 - $732	3 Added 0.28%	1,090 $266,000
Q4 2023 Jan 18, 2024	BUY	$183.76 - $221.15 $1,653 - $1,990	9 Added 0.83%	1,087 $239,000
Q3 2023 Nov 06, 2023	SELL	$193.82 - $212.6 $15,311 - $16,795	-79 Reduced 6.83%	1,078 $210,000
Q1 2023 May 10, 2023	BUY	$181.58 - $196.87 $363 - $393	2 Added 0.17%	1,157 $220,000
Q4 2022 Jan 26, 2023	SELL	$176.01 - $191.74 $16,896 - $18,407	-96 Reduced 7.67%	1,155 $211,000

Q2 2022 Aug 12, 2022	BUY	N/A	2 Added 0.16%	1,251 $204,000
Q4 2021 Feb 04, 2022	BUY	N/A	53 Added 4.43%	1,249 $254,000
Q3 2021 Nov 10, 2021	BUY	N/A	52 Added 4.55%	1,196 $225,000
Q2 2021 Aug 05, 2021	BUY	N/A	1,144 New	1,144 $225,000

Others Institutions Holding VIS

# of Institutions

477

Shares Held

12.1M

Call Options Held

Put Options Held

View Full List

About VANGUARD INDUSTRIAL ETF

Ticker VIS
Sector ETFs
Industry ETFs

More about VIS

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 Industrial ETF Transaction History