Windsor Advisory Group, LLC Vanguard Total World Stk Index Transaction History

Windsor Advisory Group, LLC

$77.4 Billion
Q1 2025

A detailed history of Windsor Advisory Group, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 67,520 shares of VT stock, worth $8.77 Million. This represents 10.12% of its overall portfolio holdings.

Number of Shares

67,520

Previous 92,747 27.2%

Holding current value

$8.77 Million

Previous $10.9 Billion 28.15%

% of portfolio

10.12%

Previous 12.67%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$115.08 - $123.97 $2.9 Million - $3.13 Million	-25,227 Reduced 27.2%	67,520 $7.83 Billion
Q4 2024 Feb 14, 2025	BUY	$117.09 - $123.07 $11,826 - $12,430	101 Added 0.11%	92,747 $10.9 Billion
Q3 2024 Nov 14, 2024	BUY	$107.72 - $119.96 $105,027 - $116,961	975 Added 1.06%	92,646 $11.1 Billion
Q2 2024 Aug 14, 2024	BUY	$104.94 - $113.51 $7.46 Million - $8.07 Million	71,123 Added 346.13%	91,671 $10.3 Billion
Q1 2024 May 09, 2024	BUY	$100.68 - $110.5 $236,799 - $259,896	2,352 Added 12.93%	20,548 $2.27 Billion
Q4 2023 Jan 22, 2024	BUY	$88.97 - $103.1 $8,897 - $10,310	100 Added 0.55%	18,196 $1.87 Billion
Q3 2023 Oct 31, 2023	BUY	$92.79 - $100.59 $89,356 - $96,868	963 Added 5.62%	18,096 $1.69 Billion
Q2 2023 Jul 26, 2023	BUY	$91.33 - $98.06 $20,457 - $21,965	224 Added 1.32%	17,133 $1.66 Billion
Q1 2023 Jun 13, 2023	BUY	$86.24 - $94.55 $54,244 - $59,471	629 Added 3.86%	16,909 $1.56 Billion
Q4 2022 Jun 13, 2023	BUY	$78.67 - $91.07 $1.28 Million - $1.48 Million	16,280 New	16,280 $1.4 Billion

Others Institutions Holding VT

# of Institutions

1,124

Shares Held

111M

Call Options Held

315K

Put Options Held

120K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Windsor Advisory Group, LLC Vanguard Total World Stk Index Transaction History