Windward Private Wealth Management Inc. VTV Holdings History
Windward Private Wealth Management Inc.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, Windward Private Wealth Management Inc. held 31,714.00 shares of Vanguard Value ETF(VTV), totaling $5.48 Mil. This investment constitutes 2.14% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q4. In addition, there have been 17 sales at an average price of $140.99 for 36,664.00 shares. Based on historical transaction data and VTV's current price of $176.97, Windward Private Wealth Management Inc.'s estimated gain on his VTV holdings is $3.17 Mil, reflecting a 41.72% gain to date.
Windward Private Wealth Management Inc. VTV ($176.97) Holding Chart
Windward Private Wealth Management Inc. VTV ($176.97) 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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