Windward Private Wealth Management Inc. Vanguard Total World Stk Index Transaction History

Windward Private Wealth Management Inc.

  • $260 Million
  • Q3 2024

A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 8,887 shares of VT stock, worth $1.07 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
8,887
Previous 9,762 8.96%
Holding current value
$1.07 Million
Previous $1.1 Million 3.28%
% of portfolio
0.41%
Previous 0.44%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$107.72 - $119.96 $94,255 - $104,965
-875 Reduced 8.96%
8,887 $1.06 Million
Q2 2024

Jul 22, 2024
SELL
$104.94 - $113.51 $23,926 - $25,880
-228 Reduced 2.28%
9,762 $1.1 Million
Q1 2024

May 06, 2024
SELL
$100.68 - $110.5 $128,669 - $141,219
-1,278 Reduced 11.34%
9,990 $1.1 Million
Q4 2023

Jan 29, 2024
BUY
$88.97 - $103.1 $95,553 - $110,729
1,074 Added 10.54%
11,268 $1.16 Million
Q3 2023

Nov 03, 2023
BUY
$92.79 - $100.59 $83,325 - $90,329
898 Added 9.66%
10,194 $949,000
Q2 2023

Jul 20, 2023
BUY
$91.33 - $98.06 $13,882 - $14,905
152 Added 1.66%
9,296 $901,000
Q1 2023

Apr 24, 2023
BUY
$86.24 - $94.55 $73,304 - $80,367
850 Added 10.25%
9,144 $842,000
Q4 2022

Jan 25, 2023
SELL
$78.67 - $91.07 $29,501 - $34,151
-375 Reduced 4.33%
8,294 $0
Q3 2022

Oct 26, 2022
SELL
$78.88 - $94.48 $16,091 - $19,273
-204 Reduced 2.3%
8,669 $684,000
Q2 2022

Jul 19, 2022
BUY
$83.88 - $102.77 $86,480 - $105,955
1,031 Added 13.15%
8,873 $757,000
Q1 2022

May 10, 2022
BUY
$93.8 - $108.09 $212,175 - $244,499
2,262 Added 40.54%
7,842 $794,000
Q4 2021

Feb 08, 2022
SELL
$101.45 - $109.23 $146,088 - $157,291
-1,440 Reduced 20.51%
5,580 $599,000
Q3 2021

Oct 29, 2021
BUY
$101.52 - $107.65 $35,024 - $37,139
345 Added 5.17%
7,020 $715,000
Q2 2021

Jul 29, 2021
BUY
$98.57 - $104.51 $7,392 - $7,838
75 Added 1.14%
6,675 $692,000
Q1 2021

May 06, 2021
SELL
$92.05 - $98.71 $35,531 - $38,102
-386 Reduced 5.53%
6,600 $642,000
Q4 2020

Jan 26, 2021
BUY
$78.99 - $92.58 $551,824 - $646,763
6,986 New
6,986 $647,000

Others Institutions Holding VT

# of Institutions
1,002
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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