A detailed history of Winch Advisory Services, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Winch Advisory Services, LLC holds 139 shares of VOT stock, worth $37,585. This represents 0.01% of its overall portfolio holdings.

Number of Shares
139
Previous 140 0.71%
Holding current value
$37,585
Previous $32,000 3.13%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$218.05 - $243.47 $218 - $243
-1 Reduced 0.71%
139 $33,000
Q3 2023

Nov 06, 2023

BUY
$191.65 - $213.93 $191 - $213
1 Added 0.72%
140 $27,000
Q3 2022

Oct 31, 2022

BUY
$170.12 - $208.72 $170 - $208
1 Added 0.72%
139 $24,000
Q2 2022

Aug 12, 2022

SELL
$167.96 - $227.2 $335 - $454
-2 Reduced 1.43%
138 $24,000
Q4 2021

Feb 04, 2022

BUY
$234.3 - $265.79 $234 - $265
1 Added 0.72%
140 $36,000
Q3 2020

Nov 04, 2020

BUY
$166.29 - $188.98 $166 - $188
1 Added 0.72%
139 $25,000
Q2 2020

Aug 12, 2020

SELL
$120.77 - $169.89 $233,810 - $328,907
-1,936 Reduced 93.35%
138 $23,000
Q1 2020

May 13, 2020

BUY
$108.51 - $170.49 $542 - $852
5 Added 0.24%
2,074 $263,000
Q4 2019

Feb 12, 2020

BUY
$144.1 - $159.03 $864 - $954
6 Added 0.29%
2,069 $329,000
Q3 2019

Nov 13, 2019

BUY
$147.12 - $150.91 $3,530 - $3,621
24 Added 1.18%
2,063 $306,000
Q2 2019

Aug 07, 2019

BUY
N/A
3 Added 0.15%
2,039 $305,000
Q4 2018

Feb 05, 2019

BUY
N/A
577 Added 39.55%
2,036 $244,000
Q2 2018

Aug 13, 2018

BUY
N/A
2 Added 0.14%
1,459 $196,000
Q1 2018

May 11, 2018

SELL
N/A
-39,290 Reduced 96.42%
1,457 $189,000
Q4 2017

Feb 13, 2018

SELL
N/A
-407 Reduced 0.99%
40,747 $5.2 Million
Q3 2017

Nov 13, 2017

BUY
N/A
41,154
41,154 $5.01 Million

Others Institutions Holding VOT

About VANGUARD MID-CAP GROWTH INDEX


  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
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.