Vanguard Small-Cap ETF shares owned by Windward Private Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Windward Private Wealth Management
from 13F filings
Historical chart of Windward Private Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Windward Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $374k | 1.6k | 237.21 |
| 2024-06-30 | $301k | 1.4k | 218.04 |
| 2024-03-31 | $319k | 1.4k | 228.59 |
| 2023-12-31 | $352k | 1.6k | 213.33 |
| 2023-09-30 | $241k | 1.3k | 189.07 |
| 2023-06-30 | $256k | 1.3k | 198.89 |
| 2023-03-31 | $286k | 1.5k | 189.56 |
| 2022-12-31 | $280k | 1.5k | 183.54 |
| 2022-09-30 | $263k | 1.5k | 171.11 |
| 2022-06-30 | $266k | 1.5k | 175.93 |
| 2022-03-31 | $315k | 1.5k | 212.69 |
More positions owned by Windward Private Wealth Management
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