Ownership history in WIN ADVISORS, INC · 13 quarters on record
This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS ISIN#US92206C6802 (VONG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 82,751 | -21,798 | -20.8% | 4.28% | $10.1M | $121.75 |
| 2025 Q3 | ADDED | 104,549 | +80,946 | +342.9% | 6.13% | $12.6M | $120.36 |
| 2025 Q2 | REDUCED | 23,603 | -83,277 | -77.9% | 1.24% | $2.6M | $108.95 |
| 2024 Q4 | REDUCED | 106,880 | -903 | -0.8% | 5.34% | $11.0M | $102.78 |
| 2024 Q2 | REDUCED | 107,783 | -90,396 | -45.6% | 4.51% | $10.1M | $93.09 |
| 2023 Q3 | ADDED | 198,179 | +183,309 | +1232.7% | 6.64% | $13.6M | $67.55 |
| 2023 Q2 | REDUCED | 14,870 | -25,164 | -62.9% | 1.16% | $865K | $69.71 |
| 2023 Q1 | ADDED | 40,034 | +39,072 | +4061.5% | 1.00% | $2.5M | $61.84 |
| 2022 Q4 | REDUCED | 962 | -217 | -18.4% | 0.02% | $53K | $54.08 |
| 2022 Q3 | REDUCED | 1,179 | -762 | -39.3% | 0.02% | $64K | $53.06 |
As of 2025 Q4 — sorted by position size