Winch Advisory Services, LLC Vanguard Growth ETF Transaction History

Winch Advisory Services, LLC

$345 Million
Q3 2024

A detailed history of Winch Advisory Services, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1,757 shares of VUG stock, worth $712,850. This represents 0.2% of its overall portfolio holdings.

Number of Shares

1,757

Previous 983 78.74%

Holding current value

$712,850

Previous $367,000 83.65%

% of portfolio

0.2%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$341.08 - $391.94 $263,995 - $303,361	774 Added 78.74%	1,757 $674,000
Q2 2024 Jul 31, 2024	BUY	$322.46 - $377.11 $117,697 - $137,645	365 Added 59.06%	983 $367,000
Q1 2024 May 14, 2024	BUY	$301.05 - $346.61 $60,812 - $70,015	202 Added 48.56%	618 $212,000
Q4 2023 Jan 18, 2024	BUY	$261.54 - $312.16 $52,308 - $62,432	200 Added 92.59%	416 $129,000
Q3 2023 Nov 06, 2023	BUY	$269.56 - $293.5 $25,608 - $27,882	95 Added 78.51%	216 $59,000
Q1 2023 May 10, 2023	SELL	$209.25 - $249.44 $16,321 - $19,456	-78 Reduced 39.2%	121 $30,000
Q4 2022 Jan 26, 2023	BUY	$208.44 - $233.81 $12,923 - $14,496	62 Added 45.26%	199 $42,000
Q3 2022 Oct 31, 2022	BUY	$213.95 - $266.28 $13,692 - $17,041	64 Added 87.67%	137 $29,000
Q2 2022 Aug 12, 2022	SELL	$214.97 - $293.87 $214 - $293	-1 Reduced 1.35%	73 $16,000
Q4 2021 Feb 04, 2022	SELL	$287.0 - $325.67 $10,045 - $11,398	-35 Reduced 32.11%	74 $24,000
Q1 2021 May 03, 2021	BUY	$243.15 - $268.9 $18,236 - $20,167	75 Added 220.59%	109 $28,000
Q4 2019 Feb 12, 2020	SELL	$161.84 - $183.14 $29,293 - $33,148	-181 Reduced 84.19%	34 $6,000
Q3 2019 Nov 13, 2019	BUY	$165.21 - $169.18 $35,520 - $36,373	215 New	215 $36,000

Others Institutions Holding VUG

# of Institutions

2,373

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Winch Advisory Services, LLC Vanguard Growth ETF Transaction History