Winch Advisory Services, LLC Vanguard Mid Cap ETF Transaction History

Winch Advisory Services, LLC

  • $387 Million
  • Q2 2025

A detailed history of Winch Advisory Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 198 shares of VO stock, worth $57,926. This represents 0.01% of its overall portfolio holdings.

Number of Shares
198
Previous 241 17.84%
Holding current value
$57,926
Previous $62,000 11.29%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$228.54 - $279.83 $9,827 - $12,032
-43 Reduced 17.84%
198 $55,000
Q1 2025

May 05, 2025
BUY
$251.87 - $277.95 $4,785 - $5,281
19 Added 8.56%
241 $62,000
Q4 2024

Jan 14, 2025
BUY
$261.5 - $284.63 $261 - $284
1 Added 0.45%
222 $58,000
Q3 2024

Oct 21, 2024
BUY
$237.84 - $263.83 $237 - $263
1 Added 0.45%
221 $58,000
Q1 2024

May 14, 2024
BUY
$225.86 - $249.86 $225 - $249
1 Added 0.46%
220 $54,000
Q4 2023

Jan 18, 2024
BUY
$195.66 - $233.95 $195 - $233
1 Added 0.46%
219 $50,000
Q3 2023

Nov 06, 2023
BUY
$206.6 - $228.23 $206 - $228
1 Added 0.46%
218 $45,000
Q2 2023

Aug 08, 2023
BUY
$203.43 - $220.16 $203 - $220
1 Added 0.46%
217 $48,000
Q1 2023

May 10, 2023
BUY
$200.2 - $225.98 $200 - $225
1 Added 0.47%
216 $46,000
Q4 2022

Jan 26, 2023
BUY
$186.57 - $217.26 $35,634 - $41,496
191 Added 795.83%
215 $44,000
Q3 2022

Oct 31, 2022
BUY
$187.98 - $227.42 $4,511 - $5,458
24 New
24 $5,000

Others Institutions Holding VO

# of Institutions
2,463
Shares Held
212M
Call Options Held
71.5K
Put Options Held
24.9K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email