Windward Private Wealth Management Inc. BIV Holdings History
Windward Private Wealth Management Inc.'s Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Windward Private Wealth Management Inc. held 302,242.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $23.14 Mil. This investment constitutes 9.02% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0.1% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2020Q4. And since then Windward Private Wealth Management Inc. has made 15 purchases of BIV, at an average price of $87.17, for a total of 356,004.00 shares. In addition, there have been 2 sales at an average price of $78.55 for 53,762.00 shares. Based on historical transaction data and BIV's current price of $76.39, Windward Private Wealth Management Inc.'s estimated gain on his BIV holdings is $-3.72 Mil, reflecting a -12.00% gain to date.
Windward Private Wealth Management Inc. BIV ($76.39) Holding Chart
Windward Private Wealth Management Inc. BIV ($76.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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