Windward Private Wealth Management Inc. Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 9,630 shares of VBR stock, worth $1.85 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
9,630
Previous 9,958
3.29%
Holding current value
$1.85 Million
Previous $1.91 Million
8.01%
% of portfolio
0.71%
Previous 0.78%
Shares
15 transactions
Others Institutions Holding VBR
# of Institutions
1,460Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.23 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$746 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$738 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$708 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$453 Million0.5% of portfolio