Windsor Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71K | Sell |
3
-644
| -100% | -$368K | ﹤0.01% | 54 |
|
|
2025
Q1 | $333K | Sell |
647
-87
| -12% | -$44.7K | 0.43% | 29 |
|
|
2024
Q4 | $395K | Hold |
734
| – | – | 0.46% | 35 |
|
|
2024
Q3 | $387K | Buy |
734
+634
| +634% | +$335K | 0.44% | 40 |
|
|
2024
Q2 | $50K | Buy |
+100
| New | +$50K | 0.1% | 43 |
|
|
2023
Q4 | – | Sell |
-1,249
| Closed | -$490K | – | 70 |
|
|
2023
Q3 | $490K | Buy |
+1,249
| New | +$490K | 1.17% | 22 |
|