Ownership history in Winch Advisory Services, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in VANGUARD SHORT TERM TREAS ETF (VGSH). 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 | ADDED | 498,840 | +12,943 | +2.7% | 6.48% | $29.3M | $58.38 |
| 2025 Q3 | ADDED | 485,897 | +864 | +0.2% | 6.43% | $28.6M | $57.75 |
| 2025 Q2 | ADDED | 485,033 | +1,284 | +0.3% | 6.96% | $28.5M | $57.10 |
| 2025 Q1 | ADDED | 483,749 | +173,624 | +56.0% | 7.51% | $28.4M | $56.42 |
| 2024 Q4 | ADDED | 310,125 | +10,075 | +3.4% | 4.69% | $18.0M | $55.56 |
| 2024 Q3 | ADDED | 300,050 | +1,362 | +0.5% | 4.90% | $17.7M | $55.58 |
| 2024 Q2 | ADDED | 298,688 | +6,432 | +2.2% | 4.95% | $17.3M | $54.03 |
| 2024 Q1 | REDUCED | 292,256 | -137,345 | -32.0% | 5.18% | $17.0M | $53.54 |
| 2023 Q4 | REDUCED | 429,601 | -55,808 | -11.5% | 8.31% | $25.1M | $53.42 |
| 2023 Q3 | ADDED | 485,409 | +17,212 | +3.7% | 10.26% | $28.0M | $52.07 |
As of 2025 Q4 — sorted by position size