Windward Private Wealth Management Inc. Vanguard Small Cap ETF Transaction History
Windward Private Wealth Management Inc.
- $276 Million
- Q2 2025
A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 1,456 shares of VB stock, worth $377,511. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,456
Previous 1,456
-0.0%
Holding current value
$377,511
Previous $322,000
7.14%
% of portfolio
0.12%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding VB
# of Institutions
2,412Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio