Windward Private Wealth Management Inc. BSV Holdings History
Windward Private Wealth Management Inc.'s Vanguard Short-Term Bond ETF Holding Summary
As of 2025-03-31, Windward Private Wealth Management Inc. held 772,307.00 shares of Vanguard Short-Term Bond ETF(BSV), totaling $60.46 Mil. This investment constitutes 23.57% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0.17% of the outstanding Vanguard Short-Term Bond ETF(BSV) stock.
The initial trade took place in 2020Q4. And since then Windward Private Wealth Management Inc. has made 12 purchases of BSV, at an average price of $79.85, for a total of 884,929.00 shares. In addition, there have been 5 sales at an average price of $77.50 for 112,622.00 shares. Based on historical transaction data and BSV's current price of $78.16, Windward Private Wealth Management Inc.'s estimated gain on his BSV holdings is $-1.57 Mil, reflecting a -2.22% gain to date.
Windward Private Wealth Management Inc. BSV ($78.16) Holding Chart
Windward Private Wealth Management Inc. BSV ($78.16) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
