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Windsor Capital Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Windsor Capital Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,400
Closed -$70K – 421
2015
Q3 		$70K Buy
+2,400
New +$74.8K 0.04% 142

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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Windsor Capital Management's VO Position: Q4 2015 in Review

Windsor Capital Management sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2015, closing a stake of 2,400 shares — an estimated $70K sold.

Windsor Capital Management first reported a position in VO in Q3 2015 and held it in 1 quarter. The position peaked at $70K in Q3 2015. 450 funds tracked by Wall St. Rank hold VO as of Q4 2015.

  • Windsor Capital Management reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 2,400 Vanguard Morningstar Mid-Cap ETF shares in Q4 2015, an estimated $70K.
  • Windsor Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Vanguard Morningstar Mid-Cap ETF position peaked at $70K in Q3 2015.
  • 450 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.