Iht Wealth Management, LLC Vanguard Large Cap ETF Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 8,361 shares of VV stock, worth $2.27 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,361

Previous 7,450 12.23%

Holding current value

$2.27 Million

Previous $2.01 Million 6.97%

% of portfolio

0.07%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$253.32 - $282.66 $230,774 - $257,503	911 Added 12.23%	8,361 $2.15 Million
Q4 2024 Feb 14, 2025	BUY	$260.27 - $280.65 $113,737 - $122,644	437 Added 6.23%	7,450 $2.01 Million
Q3 2024 Nov 14, 2024	BUY	$236.92 - $263.4 $58,756 - $65,323	248 Added 3.67%	7,013 $1.85 Million
Q2 2024 Aug 14, 2024	BUY	$227.27 - $251.65 $80,680 - $89,335	355 Added 5.54%	6,765 $1.69 Million
Q1 2024 May 15, 2024	SELL	$214.62 - $240.49 $68,463 - $76,716	-319 Reduced 4.74%	6,410 $1.54 Million
Q4 2023 Feb 14, 2024	BUY	$188.0 - $219.17 $19,552 - $22,793	104 Added 1.57%	6,729 $1.47 Million
Q3 2023 Nov 14, 2023	BUY	$195.09 - $209.59 $13,071 - $14,042	67 Added 1.02%	6,625 $1.3 Million
Q2 2023 Aug 14, 2023	BUY	$184.38 - $202.72 $102,884 - $113,117	558 Added 9.3%	6,558 $1.33 Million
Q1 2023 May 15, 2023	SELL	$172.79 - $190.36 $69,461 - $76,524	-402 Reduced 6.28%	6,000 $1.12 Million
Q4 2022 Feb 14, 2023	SELL	$162.98 - $185.93 $46,612 - $53,175	-286 Reduced 4.28%	6,402 $1.12 Million
Q3 2022 Nov 22, 2022	BUY	$163.56 - $196.95 $56,101 - $67,553	343 Added 5.41%	6,688 $1.09 Million
Q2 2022 Aug 15, 2022	SELL	$167.29 - $210.78 $138,850 - $174,947	-830 Reduced 11.57%	6,345 $1.09 Million
Q1 2022 May 16, 2022	BUY	$191.25 - $221.63 $119,722 - $138,740	626 Added 9.56%	7,175 $1.5 Million
Q4 2021 Feb 14, 2022	BUY	$200.26 - $221.75 $31,040 - $34,371	155 Added 2.42%	6,549 $1.45 Million
Q3 2021 Nov 15, 2021	BUY	$199.12 - $212.29 $153,521 - $163,675	771 Added 13.71%	6,394 $1.29 Million
Q2 2021 Aug 16, 2021	BUY	$187.36 - $200.75 $11,616 - $12,446	62 Added 1.11%	5,623 $1.13 Million
Q1 2021 May 18, 2021	BUY	$173.39 - $186.2 $964,221 - $1.04 Million	5,561 New	5,561 $1.03 Million
Q4 2019 Feb 18, 2020	SELL	$132.26 - $148.31 $373,766 - $419,124	-2,826 Closed	0 $0
Q3 2019 Nov 15, 2019	SELL	$135.59 - $138.25 $90,980 - $92,765	-671 Reduced 19.19%	2,826 $385,000
Q2 2019 Aug 12, 2019	SELL	N/A	-59 Reduced 1.66%	3,497 $471,000
Q4 2018 Feb 15, 2019	BUY	N/A	438 Added 14.05%	3,556 $408,000
Q2 2018 Aug 13, 2018	BUY	N/A	378 Added 13.8%	3,118 $389,000
Q1 2018 May 15, 2018	BUY	N/A	2,710 Added 9033.33%	2,740 $324,000
Q3 2017 Nov 14, 2017	BUY	N/A	30	30 $4,000

Others Institutions Holding VV

# of Institutions

1,305

Shares Held

103M

Call Options Held

35.8K

Put Options Held

22K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Vanguard Large Cap ETF Transaction History