Windward Private Wealth Management Inc. Purchases and Sells in Q2 2025

Windward Private Wealth Management Inc.

13 operations

Stock	Shares change	Price Range	Shares Held
VONG	16.9K + 5.61%	$82.51 - $109.2 $1.4M - $1.85M	318K $34.7M
VONV	16.3K + 5.72%	$73.19 - $85.21 $1.19M - $1.39M	301K $25.6M
BSV	19.2K + 2.49%	$77.74 - $78.78 $1.49M - $1.51M	792K $62.3M
IXUS	9.79K + 17.79%	$62.37 - $77.63 $611K - $760K	64.8K $5.01M
MUB	11.2K + 72.27%	$102.31 - $105.8 $1.15M - $1.19M	26.7K $2.79M
BIV	10.2K + 3.38%	$75.05 - $77.34 $767K - $790K	312K $24.2M

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEMG	3.8K New	N/A	3.8K $203K
PNC	1.08K New	$149.76 - $186.42 $162K - $201K	1.08K $201K

22 operations

Stock	Shares change	Price Range	Shares Held
VTEB	-21.3K - 78.82%	$48.13 - $49.85 $1.02M - $1.06M	5.72K $280K
IGE	-3.75K - 8.66%	$38.21 - $46.01 $143K - $173K	39.6K $1.75M
VGSH	-2.34K - 4.93%	$58.32 - $58.95 $136K - $138K	45K $2.65M
IUSB	-2.04K - 7.31%	$45.12 - $46.23 $92.2K - $94.5K	25.9K $1.2M
VCSH	-784 - 1.75%	$77.94 - $79.5 $61.1K - $62.3K	44K $3.5M
VIG	-150 - 0.4%	N/A	37.7K $6.87M

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