Windward Private Wealth Management Inc. VWO Holdings History
Windward Private Wealth Management Inc.'s Vanguard FTSE Emerging Markets ETF Holding Summary
As of 2025-03-31, Windward Private Wealth Management Inc. held 257,856.00 shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $11.67 Mil. This investment constitutes 4.55% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0.01% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.
The initial trade took place in 2020Q4. And since then Windward Private Wealth Management Inc. has made 14 purchases of VWO, at an average price of $46.25, for a total of 289,797.00 shares. In addition, there have been 3 sales at an average price of $44.80 for 31,941.00 shares. Based on historical transaction data and VWO's current price of $49.59, Windward Private Wealth Management Inc.'s estimated gain on his VWO holdings is $815,464.82, reflecting a 6.08% gain to date.
Windward Private Wealth Management Inc. VWO ($49.59) Holding Chart
Windward Private Wealth Management Inc. VWO ($49.59) 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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