Windward Private Wealth Management Inc. VIG Holdings History
Windward Private Wealth Management Inc.'s Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, Windward Private Wealth Management Inc. held 37,716.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $7.72 Mil. This investment constitutes 2.78% of their stock portfolio, and Windward Private Wealth Management Inc. now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2020Q4. And since then Windward Private Wealth Management Inc. has made 1 purchases of VIG, at an average price of $134.79, for a total of 65,119.00 shares. In addition, there have been 17 sales at an average price of $168.92 for 27,403.00 shares. Based on historical transaction data and VIG's current price of $208.32, Windward Private Wealth Management Inc.'s estimated gain on his VIG holdings is $3.71 Mil, reflecting a 42.26% gain to date.
Windward Private Wealth Management Inc. VIG ($208.32) Holding Chart
Windward Private Wealth Management Inc. VIG ($208.32) 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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