Winch Advisory Services, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Winch Advisory Services, LLC

$345 Million
Q3 2024

A detailed history of Winch Advisory Services, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 229 shares of VOO stock, worth $125,370. This represents 0.03% of its overall portfolio holdings.

Number of Shares

229

Previous 12 1808.33%

Holding current value

$125,370

Previous $6,000 1900.0%

% of portfolio

0.03%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$475.2 - $527.7 $103,118 - $114,510	217 Added 1808.33%	229 $120,000
Q2 2024 Jul 31, 2024	BUY	$455.1 - $504.28 $5,461 - $6,051	12 New	12 $6,000
Q2 2022 Aug 12, 2022	SELL	$337.07 - $419.85 $25,280 - $31,488	-75 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$382.7 - $439.25 $382 - $439	1 Added 1.35%	75 $31,000
Q1 2021 May 03, 2021	BUY	$339.03 - $365.24 $339 - $365	1 Added 1.37%	74 $27,000
Q4 2020 Feb 09, 2021	BUY	$299.82 - $343.69 $21,886 - $25,089	73 New	73 $25,000
Q3 2020 Nov 04, 2020	SELL	$285.37 - $328.74 $29,963 - $34,517	-105 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$204.27 - $310.92 $21,448 - $32,646	105 New	105 $25,000
Q1 2018 May 11, 2018	SELL	$236.79 - $263.36 $7,814 - $8,690	-33 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$228.78 - $230.76 $7,549 - $7,615	33	33 $8,000

Others Institutions Holding VOO

# of Institutions

3,148

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Winch Advisory Services, LLC Vanguard Index Fds S&P 500 ETF Transaction History