Windsor Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,068
Closed -$810K 81
2024
Q4
$810K Buy
+3,068
New +$810K 0.94% 21
2023
Q1
Sell
-715
Closed -$146K 78
2022
Q4
$146K Buy
+715
New +$146K 0.39% 46