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Page 10 - Windward Private Wealth Management Inc News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) is Windward Private Wealth Management Inc s 9th Largest Position

Windward Private Wealth Management Inc. trimmed its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 4.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 91,634 shares of the company’s stock after selling 4,213 shares during the […]

Windward Private Wealth Management Inc Has $40 70 Million Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Windward Private Wealth Management Inc. lessened its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 0.9% in the first quarter, HoldingsChannel reports. The fund owned 532,064 shares of the company’s stock after selling 4,712 shares during the quarter. Vanguard Short-Term Bond ETF makes up approximately 17.4% of Windward Private Wealth Management Inc.’s […]

Windward Private Wealth Management Inc Buys 722 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Windward Private Wealth Management Inc. raised its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 1.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 62,882 shares of the company’s stock after buying an additional 722 shares during […]

Sequoia Financial Advisors LLC Acquires 632,786 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Sequoia Financial Advisors LLC increased its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 134.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,102,852 shares of the company’s stock after acquiring an additional 632,786 shares during […]

Windward Private Wealth Management Inc Has $40 70 Million Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Windward Private Wealth Management Inc. reduced its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 0.9% during the first quarter, Holdings Channel.com reports. The firm owned 532,064 shares of the company’s stock after selling 4,712 shares during the quarter. Vanguard Short-Term Bond ETF accounts for approximately 17.4% of Windward Private Wealth Management […]

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