Leeward Financial Partners, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Leeward Financial Partners, LLC

$263 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	SELL	$39.05 - $42.09 $2.47 Million - $2.66 Million	-63,255 Reduced 52.22%	57,884 $2.35 Million
Q1 2023 Apr 25, 2023	BUY	$38.45 - $43.18 $200,286 - $224,924	5,209 Added 4.49%	121,139 $4.89 Million
Q4 2022 Jan 30, 2023	SELL	$35.32 - $40.67 $60,891 - $70,115	-1,724 Reduced 1.47%	115,930 $4.52 Million
Q3 2022 Nov 03, 2022	BUY	$36.49 - $42.54 $43,824 - $51,090	1,201 Added 1.03%	117,654 $4.29 Million
Q2 2022 Jul 19, 2022	BUY	$40.48 - $47.83 $1.27 Million - $1.5 Million	31,375 Added 36.88%	116,453 $4.85 Million
Q1 2022 May 12, 2022	BUY	$42.79 - $51.23 $530,938 - $635,661	12,408 Added 17.07%	85,078 $3.93 Million
Q4 2021 Jan 27, 2022	BUY	$47.81 - $52.33 $3.47 Million - $3.8 Million	72,670 New	72,670 $3.59 Million

Others Institutions Holding VWO

# of Institutions

2,270

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

Bank Of America Corp Charlotte, NC

100M
Shares

$4.53 Billion
0.4% of portfolio
Vanguard Group Inc Valley Forge, PA

65.7M
Shares

$2.97 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

61.8M
Shares

$2.79 Billion
2.64% of portfolio
Betterment LLC New York, NY

58.8M
Shares

$2.65 Billion
6.77% of portfolio
Morgan Stanley New York, NY

47.7M
Shares

$2.15 Billion
0.17% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

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