Winch Advisory Services, LLC Vanguard Mid Cap Growth Index Transaction History

Winch Advisory Services, LLC

$387 Million
Q2 2025

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 160 shares of VOT stock, worth $47,230. This represents 0.01% of its overall portfolio holdings.

Number of Shares

160

Previous 160 -0.0%

Holding current value

$47,230

Previous $39,000 15.38%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$241.48 - $274.89 $5,071 - $5,772	21 Added 15.11%	160 $40,000
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

# of Institutions

1,134

Shares Held

41.2M

Call Options Held

18K

Put Options Held

7.8K

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About VANGUARD MID-CAP GROWTH INDEX

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Winch Advisory Services, LLC Vanguard Mid Cap Growth Index Transaction History