Windward Private Wealth Management Inc. VMBS Holdings History
Windward Private Wealth Management Inc.'s Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, Windward Private Wealth Management Inc. held 321,309.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $14.88 Mil. This investment constitutes 5.8% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0.08% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2020Q4. And since then Windward Private Wealth Management Inc. has made 13 purchases of VMBS, at an average price of $52.76, for a total of 484,606.00 shares. In addition, there have been 4 sales at an average price of $45.92 for 163,297.00 shares. Based on historical transaction data and VMBS's current price of $45.84, Windward Private Wealth Management Inc.'s estimated gain on his VMBS holdings is $-3.34 Mil, reflecting a -13.06% gain to date.
Windward Private Wealth Management Inc. VMBS ($45.84) Holding Chart
Windward Private Wealth Management Inc. VMBS ($45.84) 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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