Windward Private Wealth Management Inc. VEA Holdings History
Windward Private Wealth Management Inc.'s Vanguard FTSE Developed Markets ETF Holding Summary
As of 2025-03-31, Windward Private Wealth Management Inc. held 673,474.00 shares of Vanguard FTSE Developed Markets ETF(VEA), totaling $34.23 Mil. This investment constitutes 13.35% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0.03% of the outstanding Vanguard FTSE Developed Markets ETF(VEA) stock.
The initial trade took place in 2020Q4. And since then Windward Private Wealth Management Inc. has made 13 purchases of VEA, at an average price of $45.16, for a total of 761,431.00 shares. In addition, there have been 4 sales at an average price of $43.03 for 87,957.00 shares. Based on historical transaction data and VEA's current price of $56.79, Windward Private Wealth Management Inc.'s estimated gain on his VEA holdings is $7.64 Mil, reflecting a 22.22% gain to date.
Windward Private Wealth Management Inc. VEA ($56.79) Holding Chart
Windward Private Wealth Management Inc. VEA ($56.79) 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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