Windward Private Wealth Management Inc. VTWO Holdings History
Windward Private Wealth Management Inc.'s Vanguard Russell 2000 Index Fund Holding Summary
As of 2025-03-31, Windward Private Wealth Management Inc. held 52,543.00 shares of Vanguard Russell 2000 Index Fund(VTWO), totaling $4.24 Mil. This investment constitutes 1.65% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0.04% of the outstanding Vanguard Russell 2000 Index Fund(VTWO) stock.
The initial trade took place in 2020Q4. And since then Windward Private Wealth Management Inc. has made 15 purchases of VTWO, at an average price of $74.32, for a total of 56,364.00 shares. In addition, there have been 2 sales at an average price of $89.98 for 3,821.00 shares. Based on historical transaction data and VTWO's current price of $89.47, Windward Private Wealth Management Inc.'s estimated gain on his VTWO holdings is $855,487.63, reflecting a 20.42% gain to date.
Windward Private Wealth Management Inc. VTWO ($89.47) Holding Chart
Windward Private Wealth Management Inc. VTWO ($89.47) 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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