Winch Advisory Services, LLC Vanguard Total World Stk Index Transaction History

Winch Advisory Services, LLC

$364 Million
Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Winch Advisory Services, LLC holds 136 shares of VT stock, worth $16,397. This represents 0.0% of its overall portfolio holdings.

Number of Shares

136

Previous 135 0.74%

Holding current value

$16,397

Previous $16,000 6.25%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$117.09 - $123.07 $117 - $123	1 Added 0.74%	136 $15,000
Q3 2024 Oct 21, 2024	BUY	$107.72 - $119.96 $107 - $119	1 Added 0.75%	135 $16,000
Q2 2024 Jul 31, 2024	BUY	$104.94 - $113.51 $104 - $113	1 Added 0.75%	134 $15,000
Q4 2023 Jan 18, 2024	SELL	$88.97 - $103.1 $1,601 - $1,855	-18 Reduced 11.92%	133 $13,000
Q3 2023 Nov 06, 2023	SELL	$92.79 - $100.59 $92 - $100	-1 Reduced 0.66%	151 $14,000
Q2 2023 Aug 08, 2023	BUY	$91.33 - $98.06 $91 - $98	1 Added 0.66%	152 $15,000
Q1 2023 May 10, 2023	SELL	$86.24 - $94.55 $1,034 - $1,134	-12 Reduced 7.36%	151 $14,000
Q4 2022 Jan 26, 2023	BUY	$78.67 - $91.07 $12,823 - $14,844	163 New	163 $14,000
Q4 2021 Feb 04, 2022	SELL	$101.45 - $109.23 $1,318 - $1,419	-13 Closed	0 $0
Q1 2021 May 03, 2021	SELL	$92.05 - $98.71 $1,012 - $1,085	-11 Reduced 45.83%	13 $1,000
Q4 2020 Feb 09, 2021	BUY	$78.99 - $92.58 $1,895 - $2,221	24 New	24 $2,000
Q1 2018 May 11, 2018	SELL	N/A	-68 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	N/A	1 Added 1.49%	68 $5,000
Q3 2017 Nov 13, 2017	BUY	N/A	67	67 $5,000

Others Institutions Holding VT

# of Institutions

1,085

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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About VANGUARD TOTAL WORLD STK INDEX

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Winch Advisory Services, LLC Vanguard Total World Stk Index Transaction History