Windsor Advisory Group, LLC Vanguard Total Stock Market Et Transaction History

Windsor Advisory Group, LLC

$77.4 Billion
Q1 2025

A detailed history of Windsor Advisory Group, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 2,425 shares of VTI stock, worth $759,097. This represents 0.86% of its overall portfolio holdings.

Number of Shares

2,425

Previous 4,442 45.41%

Holding current value

$759,097

Previous $1.29 Billion 48.21%

% of portfolio

0.86%

Previous 1.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$271.18 - $303.12 $546,970 - $611,393	-2,017 Reduced 45.41%	2,425 $667 Million
Q4 2024 Feb 14, 2025	BUY	$280.04 - $302.45 $719,982 - $777,598	2,571 Added 137.41%	4,442 $1.29 Billion
Q3 2024 Nov 14, 2024	BUY	$255.18 - $283.2 $5,358 - $5,947	21 Added 1.14%	1,871 $530 Million
Q2 2024 Aug 14, 2024	BUY	$245.23 - $269.4 $5,395 - $5,926	22 Added 1.2%	1,850 $495 Million
Q1 2024 May 09, 2024	BUY	$232.77 - $260.14 $5,819 - $6,503	25 Added 1.39%	1,828 $475 Million
Q4 2023 Jan 22, 2024	BUY	$203.12 - $238.25 $5,078 - $5,956	25 Added 1.41%	1,803 $428 Million
Q1 2023 Jun 13, 2023	SELL	$189.85 - $210.01 $19,364 - $21,421	-102 Reduced 5.43%	1,778 $363 Million
Q4 2022 Jun 13, 2023	BUY	$179.3 - $204.18 $337,084 - $383,858	1,880 New	1,880 $359 Million

Others Institutions Holding VTI

# of Institutions

3,518

Shares Held

538M

Call Options Held

1.09M

Put Options Held

725K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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 Total Stock Market Et Transaction History