Windsor Advisory Group, LLC VT Holdings History
Windsor Advisory Group, LLC's Vanguard Total World Stock ETF Holding Summary
As of 2025-03-31, Windsor Advisory Group, LLC held 67,520.00 shares of Vanguard Total World Stock ETF(VT), totaling $7.83 Mil. This investment constitutes 10.12% of their stock portfolio, and Windsor Advisory Group, LLC now holds 0.02% of the outstanding Vanguard Total World Stock ETF(VT) stock.
The initial trade took place in 2022Q4. And since then Windsor Advisory Group, LLC has made 8 purchases of VT, at an average price of $105.38, for a total of 92,747.00 shares. In addition, there have been 1 sales at an average price of $119.66 for 25,227.00 shares. Based on historical transaction data and VT's current price of $129.79, Windsor Advisory Group, LLC's estimated gain on his VT holdings is $2.01 Mil, reflecting a 20.55% gain to date.
Windsor Advisory Group, LLC VT ($129.79) Holding Chart
Windsor Advisory Group, LLC VT ($129.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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