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Windward Private Wealth Management Inc. Buys Vanguard Short-Term Corporate Bond ETF, Schwab U.S. ...

Investment company Windward Private Wealth Management Inc. (Current Portfolio) buys Vanguard Short-Term Corporate Bond ETF, Schwab U.S. Large-Cap ETF, iShares Core U.S. Aggregate Bond ETF, iShares Core Total USD Bond Market ETF, sells Invesco BulletShares 2021 Corporate Bond ETF, Schwab Emerging Markets Equity ETF, Vanguard Total Bond Market ETF, Vanguard Total World Stock ETF, The Energy Select Sector SPDR Fund during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Windward Private Wealth Management Inc.. As of 2021Q4, Windward Private Wealth Management Inc. owns 46 stocks with a total value of $259 million. These are the details of the buys and sells.

  • New Purchases: SCHX, AGG,

  • Added Positions: BSV, VEA, VCSH, BIV, VMBS, VWO, VONV, VGIT, IXUS, IUSB, VTWO, IEFA, IWO,

  • Reduced Positions: SCHE, VNQ, IWN, VBR, DLS, BND, VT, IGE, VIG, XLE, SCZ, BSCM, VBK, IYE, RWR, VSS, EFA,

  • Sold Out: BSCL,


For the details of Windward Private Wealth Management Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/windward+private+wealth+management+inc./current-portfolio/portfolio

These are the top 5 holdings of Windward Private Wealth Management Inc.

  1. Vanguard Short-Term Bond ETF (BSV) - 528,621 shares, 16.49% of the total portfolio. Shares added by 4.78%

  2. Vanguard Russell 1000 Growth Index Fund (VONG) - 375,340 shares, 11.38% of the total portfolio. Shares reduced by 0.73%

  3. Vanguard FTSE Developed Markets ETF (VEA) - 568,909 shares, 11.21% of the total portfolio. Shares added by 4.94%

  4. Vanguard Intermediate-Term Bond ETF (BIV) - 277,949 shares, 9.40% of the total portfolio. Shares added by 4.81%

  5. Vanguard Russell 1000 Value Index Fund (VONV) - 292,011 shares, 8.31% of the total portfolio. Shares added by 3.71%

New Purchase: Schwab U.S. Large-Cap ETF (SCHX)

Windward Private Wealth Management Inc. initiated holding in Schwab U.S. Large-Cap ETF. The purchase prices were between $103.39 and $114.55, with an estimated average price of $110.61. The stock is now traded at around $106.700000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,600 shares as of 2021-12-31.

New Purchase: iShares Core U.S. Aggregate Bond ETF (AGG)

Windward Private Wealth Management Inc. initiated holding in iShares Core U.S. Aggregate Bond ETF. The purchase prices were between $113.01 and $114.88, with an estimated average price of $113.97. The stock is now traded at around $110.670000. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,200 shares as of 2021-12-31.

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Windward Private Wealth Management Inc. added to a holding in Vanguard Short-Term Corporate Bond ETF by 45.98%. The purchase prices were between $80.85 and $81.79, with an estimated average price of $81.25. The stock is now traded at around $79.980000. The impact to a portfolio due to this purchase was 0.45%. The holding were 45,360 shares as of 2021-12-31.

Added: iShares Core Total USD Bond Market ETF (IUSB)

Windward Private Wealth Management Inc. added to a holding in iShares Core Total USD Bond Market ETF by 53.53%. The purchase prices were between $52.39 and $53.23, with an estimated average price of $52.82. The stock is now traded at around $51.290000. The impact to a portfolio due to this purchase was 0.08%. The holding were 11,260 shares as of 2021-12-31.

Sold Out: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

Windward Private Wealth Management Inc. sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.



Here is the complete portfolio of Windward Private Wealth Management Inc.. Also check out:

1. Windward Private Wealth Management Inc.'s Undervalued Stocks

2. Windward Private Wealth Management Inc.'s Top Growth Companies, and

3. Windward Private Wealth Management Inc.'s High Yield stocks

4. Stocks that Windward Private Wealth Management Inc. keeps buyingThis article first appeared on GuruFocus.

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