Windward Private Wealth Management Inc. Vanguard 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 Value ETF stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 34,264 shares of VTV stock, worth $5.81 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
34,264
Previous 35,324
3.0%
Holding current value
$5.81 Million
Previous $5.75 Million
4.45%
% of portfolio
2.23%
Previous 2.35%
Shares
15 transactions
Others Institutions Holding VTV
# of Institutions
2,181Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.5 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.65 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$4.95 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.41 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.12 Billion0.5% of portfolio