Windward Private Wealth Management Inc. Reduced Holdings in Q3 2024

Windward Private Wealth Management Inc.

  • $260 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-7.34K
- 13.35%
$76.94 - $79.54 $565K - $584K
47.7K $3.78M
VIG
Vanguard Dividend Appreciation

ETFs
-2K
- 4.55%
$182.15 - $182.15 $364K - $364K
42K $7.65M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-10.8K
- 19.83%
$29.58 - $30.31 $319K - $326K
43.5K $1.32M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.96K
- 14.92%
$150.05 - $171.34 $294K - $336K
11.2K $1.86M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3.1K
- 19.11%
$60.13 - $68.17 $187K - $212K
13.1K $889K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.07K
- 18.37%
$81.31 - $83.29 $87.2K - $89.4K
4.77K $396K
RWR
Spdr Dow Jones Reit ETF

ETFs
-954
- 32.72%
$92.36 - $108.47 $88.1K - $103K
1.96K $209K
IGE
Ishares Tr North Amern Nat Res

ETFs
-1.18K
- 2.45%
$42.07 - $45.59 $49.5K - $53.6K
46.8K $2.06M
VT
Vanguard Total World Stk Index

ETFs
-875
- 8.96%
$107.72 - $119.96 $94.3K - $105K
8.89K $1.06M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-539
- 7.77%
$71.45 - $75.64 $38.5K - $40.8K
6.4K $480K
VGSH
Vanguard

ETFs
-676
- 1.36%
$57.74 - $59.13 $39K - $40K
49.1K $2.9M
MUB
Ishares National Muni Bond ETF

ETFs
-119
- 0.76%
$106.13 - $108.7 $12.6K - $12.9K
15.5K $1.69M
VNQ
Vanguard Specialized Funds Van

ETFs
-279
- 6.8%
$82.97 - $98.97 $23.1K - $27.6K
3.82K $372K
VBK
Vanguard Small Cap Growth ETF

ETFs
-48
- 1.57%
$240.48 - $267.94 $11.5K - $12.9K
3K $803K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-30
- 0.5%
$112.99 - $126.45 $3.39K - $3.79K
5.95K $749K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-92
- 0.33%
$44.83 - $47.42 $4.12K - $4.36K
28.1K $1.32M
IVE
Ishares S&P 500 Value ETF

ETFs
-37
- 0.62%
$181.06 - $197.17 $6.7K - $7.3K
5.92K $1.17M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-404
- 1.18%
$116.79 - $133.54 $47.2K - $54K
33.8K $4.46M
EFV
Msci Eafe Value ETF

ETFs
-32
- 0.11%
$51.72 - $57.96 $1.66K - $1.85K
28.8K $1.66M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-429
- 1.22%
$87.56 - $95.49 $37.6K - $41K
34.8K $3.33M
IEFA
Ishares Tr

ETFs
-285
- 0.62%
$70.09 - $78.74 $20K - $22.4K
45.4K $3.55M
VTV
Vanguard Value ETF

ETFs
-1K
- 2.93%
$159.75 - $174.57 $160K - $175K
33.3K $5.81M
Activity Summary
Buys All Purchases 16 New Holdings 2 Increased Positions 14 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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