Windward Private Wealth Management Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Windward Private Wealth Management Inc.

$256 Million
Q1 2025

A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 302,242 shares of BIV stock, worth $23.1 Million. This represents 9.04% of its overall portfolio holdings.

Number of Shares

302,242

Previous 297,228 1.69%

Holding current value

$23.1 Million

Previous $22.2 Million 4.19%

% of portfolio

9.04%

Previous 8.68%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$73.78 - $76.59 $369,932 - $384,022	5,014 Added 1.69%	302,242 $23.1 Million
Q4 2024 Jan 29, 2025	BUY	$74.5 - $78.37 $514,199 - $540,909	6,902 Added 2.38%	297,228 $22.2 Million
Q3 2024 Oct 31, 2024	BUY	$74.26 - $78.84 $191,813 - $203,643	2,583 Added 0.9%	290,326 $22.8 Million
Q2 2024 Jul 22, 2024	BUY	$73.13 - $75.43 $863,226 - $890,375	11,804 Added 4.28%	287,743 $21.5 Million
Q1 2024 May 06, 2024	BUY	$74.51 - $76.61 $1.16 Million - $1.19 Million	15,597 Added 5.99%	275,939 $20.8 Million
Q4 2023 Jan 29, 2024	BUY	$70.49 - $76.74 $819,305 - $891,949	11,623 Added 4.67%	260,342 $19.9 Million
Q3 2023 Nov 03, 2023	BUY	$72.11 - $75.67 $276,830 - $290,497	3,839 Added 1.57%	248,719 $18 Million
Q2 2023 Jul 20, 2023	BUY	$74.96 - $77.47 $222,406 - $229,853	2,967 Added 1.23%	244,880 $18.4 Million
Q1 2023 Apr 24, 2023	BUY	$73.57 - $77.31 $183,704 - $193,043	2,497 Added 1.04%	241,913 $18.6 Million
Q4 2022 Jan 25, 2023	BUY	$71.64 - $76.32 $736,889 - $785,027	10,286 Added 4.49%	239,416 $0
Q3 2022 Oct 26, 2022	SELL	$72.72 - $79.93 $3.07 Million - $3.37 Million	-42,199 Reduced 15.55%	229,130 $16.8 Million
Q2 2022 Jul 19, 2022	BUY	$75.37 - $81.44 $372,553 - $402,557	4,943 Added 1.86%	271,329 $21.1 Million
Q1 2022 May 10, 2022	SELL	$81.03 - $87.06 $936,949 - $1.01 Million	-11,563 Reduced 4.16%	266,386 $21.8 Million
Q4 2021 Feb 08, 2022	BUY	$87.51 - $89.66 $1.12 Million - $1.14 Million	12,756 Added 4.81%	277,949 $24.4 Million
Q3 2021 Oct 29, 2021	BUY	$89.41 - $91.32 $1.43 Million - $1.46 Million	16,005 Added 6.42%	265,193 $23.7 Million
Q2 2021 Jul 29, 2021	BUY	$88.27 - $90.15 $4.13 Million - $4.21 Million	46,743 Added 23.09%	249,188 $22.4 Million
Q1 2021 May 06, 2021	BUY	$88.61 - $92.83 $1.69 Million - $1.78 Million	19,126 Added 10.43%	202,445 $18 Million
Q4 2020 Jan 26, 2021	BUY	$92.55 - $93.62 $17 Million - $17.2 Million	183,319 New	183,319 $17 Million

Others Institutions Holding BIV

# of Institutions

1,008

Shares Held

196M

Call Options Held

8.6K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

More about BIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Windward Private Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Windward Private Wealth Management Inc. with notifications on news.

Account

Windward Private Wealth Management Inc. Vanguard Bd Index Fd Inc Inter Transaction History