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

Windward Private Wealth Management Inc.

  • $260 Million
  • Q3 2024

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 290,326 shares of BIV stock, worth $21.8 Million. This represents 8.75% of its overall portfolio holdings.

Number of Shares
290,326
Previous 287,743 0.9%
Holding current value
$21.8 Million
Previous $21.5 Million 5.58%
% of portfolio
8.75%
Previous 8.73%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
899
Shares Held
157M
Call Options Held
4K
Put Options Held
53.2K
View Full List

About VANGUARD BD INDEX FD INC INTER

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