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Windsor Capital Management’s Vanguard 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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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $851M AUM 5.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Windsor Capital Management sold out of Vanguard 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. 449 funds tracked by Wall St. Rank hold VO as of Q4 2015.

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

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