Windward Private Wealth Management Inc. Vanguard Russell 2000 ETF Transaction History

Windward Private Wealth Management Inc.

  • $256 Million
  • Q1 2025

A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Russell 2000 ETF stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 52,543 shares of VTWO stock, worth $4.36 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
52,543
Previous 51,400 2.22%
Holding current value
$4.36 Million
Previous $4.59 Million 7.71%
% of portfolio
1.66%
Previous 1.79%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$80.08 - $92.93 $91,531 - $106,218
1,143 Added 2.22%
52,543 $4.24 Million
Q4 2024

Jan 29, 2025
SELL
$87.42 - $98.06 $193,984 - $217,595
-2,219 Reduced 4.14%
51,400 $4.59 Million
Q3 2024

Oct 31, 2024
BUY
$81.17 - $90.77 $90,504 - $101,208
1,115 Added 2.12%
53,619 $4.79 Million
Q2 2024

Jul 22, 2024
BUY
$77.95 - $84.63 $30,244 - $32,836
388 Added 0.74%
52,504 $4.3 Million
Q1 2024

May 06, 2024
BUY
$76.54 - $85.06 $1,071 - $1,190
14 Added 0.03%
52,116 $4.43 Million
Q4 2023

Jan 29, 2024
BUY
$65.62 - $82.7 $123,562 - $155,724
1,883 Added 3.75%
52,102 $4.23 Million
Q3 2023

Nov 03, 2023
BUY
$70.52 - $80.31 $31,945 - $36,380
453 Added 0.91%
50,219 $3.59 Million
Q2 2023

Jul 20, 2023
BUY
$68.85 - $76.12 $3,373 - $3,729
49 Added 0.1%
49,766 $3.76 Million
Q1 2023

Apr 24, 2023
BUY
$68.74 - $80.05 $96,923 - $112,870
1,410 Added 2.92%
49,717 $3.58 Million
Q4 2022

Jan 25, 2023
BUY
$67.44 - $75.98 $93,539 - $105,384
1,387 Added 2.96%
48,307 $0
Q3 2022

Oct 26, 2022
BUY
$66.63 - $81.11 $152,449 - $185,579
2,288 Added 5.13%
46,920 $3.13 Million
Q2 2022

Jul 19, 2022
BUY
$66.31 - $83.95 $124,994 - $158,245
1,885 Added 4.41%
44,632 $3.05 Million
Q1 2022

May 10, 2022
BUY
$77.21 - $90.84 $49,414 - $58,137
640 Added 1.52%
42,747 $3.54 Million
Q4 2021

Feb 08, 2022
BUY
$85.49 - $98.01 $209,279 - $239,928
2,448 Added 6.17%
42,107 $3.78 Million
Q3 2021

Oct 29, 2021
BUY
$85.46 - $93.4 $271,250 - $296,451
3,174 Added 8.7%
39,659 $3.51 Million
Q2 2021

Jul 29, 2021
BUY
$85.6 - $94.02 $1.7 Million - $1.87 Million
19,902 Added 120.01%
36,485 $3.38 Million
Q1 2021

May 06, 2021
SELL
$77.99 - $94.68 $62,469 - $75,838
-801 Reduced 4.61%
16,583 $2.96 Million
Q4 2020

Jan 26, 2021
BUY
$61.45 - $80.38 $1.07 Million - $1.4 Million
17,384 New
17,384 $2.75 Million

Others Institutions Holding VTWO

# of Institutions
643
Shares Held
84.2M
Call Options Held
126K
Put Options Held
28.1K
View Full List

About VANGUARD RUSSELL 2000 ETF

VTWO Quotes by TradingView
  • Ticker VTWO
  • Sector ETFs
  • Industry ETFs
More about VTWO
Track This Portfolio

Track Windward Private Wealth Management Inc. Portfolio

Follow Windward Private Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Windward Private Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Windward Private Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email