Windward Private Wealth Management Inc. Vanguard Small Cap Growth 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 Growth ETF stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 2,541 shares of VBK stock, worth $778,562. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,541
Previous 2,632
3.46%
Holding current value
$778,562
Previous $662,000
6.19%
% of portfolio
0.25%
Previous 0.26%
Shares
18 transactions
Others Institutions Holding VBK
# of Institutions
1,249Shares Held
44.7MCall Options Held
63.2KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC9.95MShares$3.05 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.88MShares$577 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$517 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$472 Million1.03% of portfolio
-
Sei Investments CO Oaks, PA939KShares$288 Million0.31% of portfolio