Windward Private Wealth Management Inc. Vanguard Small Cap ETF Transaction History

Windward Private Wealth Management Inc.

  • $256 Million
  • Q4 2024

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 $332,725. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,456
Previous 1,576 7.61%
Holding current value
$332,725
Previous $373,000 6.43%
% of portfolio
0.14%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$233.76 - $261.58 $28,051 - $31,389
-120 Reduced 7.61%
1,456 $349,000
Q3 2024

Oct 31, 2024
BUY
$214.77 - $237.72 $41,665 - $46,117
194 Added 14.04%
1,576 $373,000
Q2 2024

Jul 22, 2024
SELL
$210.76 - $226.94 $2,529 - $2,723
-12 Reduced 0.86%
1,382 $301,000
Q1 2024

May 06, 2024
SELL
$204.0 - $228.59 $51,816 - $58,061
-254 Reduced 15.41%
1,394 $318,000
Q4 2023

Jan 29, 2024
BUY
$175.26 - $215.9 $65,196 - $80,314
372 Added 29.15%
1,648 $351,000
Q3 2023

Nov 03, 2023
SELL
$186.24 - $208.75 $2,048 - $2,296
-11 Reduced 0.85%
1,276 $241,000
Q2 2023

Jul 20, 2023
SELL
$181.26 - $198.89 $39,877 - $43,755
-220 Reduced 14.6%
1,287 $255,000
Q1 2023

Apr 24, 2023
SELL
$179.51 - $208.76 $2,872 - $3,340
-16 Reduced 1.05%
1,507 $285,000
Q4 2022

Jan 25, 2023
SELL
$172.82 - $196.57 $2,419 - $2,751
-14 Reduced 0.91%
1,523 $0
Q3 2022

Oct 26, 2022
BUY
$170.45 - $206.62 $4,261 - $5,165
25 Added 1.65%
1,537 $263,000
Q2 2022

Jul 19, 2022
BUY
$170.7 - $214.67 $5,291 - $6,654
31 Added 2.09%
1,512 $266,000
Q1 2022

May 10, 2022
BUY
$198.73 - $227.97 $294,319 - $337,623
1,481 New
1,481 $315,000

Others Institutions Holding VB

# of Institutions
2,327
Shares Held
160M
Call Options Held
74.8K
Put Options Held
50.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Windward Private Wealth Management Inc. Portfolio

Follow Windward Private Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email