Windsor Advisory Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Windsor Advisory Group, LLC

$77.4 Billion
Q1 2025

A detailed history of Windsor Advisory Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 647 shares of VOO stock, worth $377,343. This represents 0.43% of its overall portfolio holdings.

Number of Shares

647

Previous 734 11.85%

Holding current value

$377,343

Previous $395 Million 15.92%

% of portfolio

0.43%

Previous 0.46%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$507.05 - $563.67 $44,113 - $49,039	-87 Reduced 11.85%	647 $333 Million
Q3 2024 Nov 14, 2024	BUY	$475.2 - $527.7 $301,276 - $334,561	634 Added 634.0%	734 $387 Million
Q2 2024 Aug 14, 2024	BUY	$455.1 - $504.28 $45,510 - $50,428	100 New	100 $50 Million
Q3 2023 Oct 31, 2023	BUY	$392.7 - $420.68 $490,482 - $525,429	1,249 New	1,249 $490 Million

Others Institutions Holding VOO

# of Institutions

3,689

Shares Held

530M

Call Options Held

2.14M

Put Options Held

2.72M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Windsor Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Windsor Advisory Group, LLC with notifications on news.

Account

Windsor Advisory Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History