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 $705,711. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,541
Previous 2,632 3.46%
Holding current value
$705,711
Previous $662,000 6.19%
% of portfolio
0.25%
Previous 0.26%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$219.76 - $276.94 $19,998 - $25,201
-91 Reduced 3.46%
2,541 $703,000
Q1 2025

May 08, 2025
SELL
$247.97 - $296.33 $81,086 - $96,899
-327 Reduced 11.05%
2,632 $662,000
Q4 2024

Jan 29, 2025
SELL
$264.18 - $304.19 $11,888 - $13,688
-45 Reduced 1.5%
2,959 $828,000
Q3 2024

Oct 31, 2024
SELL
$240.48 - $267.94 $11,543 - $12,861
-48 Reduced 1.57%
3,004 $803,000
Q2 2024

Jul 22, 2024
SELL
$237.63 - $258.31 $40,397 - $43,912
-170 Reduced 5.28%
3,052 $763,000
Q1 2024

May 06, 2024
SELL
$231.0 - $260.72 $57,057 - $64,397
-247 Reduced 7.12%
3,222 $840,000
Q4 2023

Jan 29, 2024
SELL
$196.36 - $245.46 $456,144 - $570,203
-2,323 Reduced 40.11%
3,469 $838,000
Q2 2023

Jul 20, 2023
SELL
$209.12 - $229.74 $37,223 - $40,893
-178 Reduced 2.98%
5,792 $1.33 Million
Q1 2023

Apr 24, 2023
SELL
$198.77 - $233.54 $47,704 - $56,049
-240 Reduced 3.86%
5,970 $1.29 Million
Q4 2022

Jan 25, 2023
SELL
$192.0 - $216.09 $44,160 - $49,700
-230 Reduced 3.57%
6,210 $0
Q3 2022

Oct 26, 2022
SELL
$192.77 - $237.17 $7,518 - $9,249
-39 Reduced 0.6%
6,440 $1.26 Million
Q2 2022

Jul 19, 2022
SELL
$188.16 - $253.27 $57,388 - $77,247
-305 Reduced 4.5%
6,479 $1.28 Million
Q1 2022

May 10, 2022
BUY
$224.28 - $282.83 $1,121 - $1,414
5 Added 0.07%
6,784 $1.68 Million
Q4 2021

Feb 08, 2022
SELL
$269.22 - $305.79 $39,036 - $44,339
-145 Reduced 2.09%
6,779 $1.91 Million
Q3 2021

Oct 29, 2021
SELL
$273.65 - $297.37 $419,231 - $455,570
-1,532 Reduced 18.12%
6,924 $1.94 Million
Q2 2021

Jul 29, 2021
BUY
$260.67 - $292.07 $20,592 - $23,073
79 Added 0.94%
8,456 $2.45 Million
Q1 2021

May 06, 2021
SELL
$262.76 - $302.04 $679,234 - $780,773
-2,585 Reduced 23.58%
8,377 $2.3 Million
Q4 2020

Jan 26, 2021
BUY
$216.78 - $272.28 $2.38 Million - $2.98 Million
10,962 New
10,962 $2.93 Million

Others Institutions Holding VBK

# of Institutions
1,231
Shares Held
44.6M
Call Options Held
51K
Put Options Held
33K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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