Windward Private Wealth Management Inc. Vanguard Small Cap ETF Transaction History
Windward Private Wealth Management Inc.
- $247 Million
- Q2 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 1,382 shares of VB stock, worth $311,889. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,382
Previous 1,394
0.86%
Holding current value
$311,889
Previous $318,000
5.35%
% of portfolio
0.12%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding VB
# of Institutions
2,025Shares Held
146MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.35 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.62 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.59 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.13 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$992 Million0.24% of portfolio