Insight Wealth Partners, LLC ETF Ser Solutions Vident Core Transaction History

Insight Wealth Partners, LLC

$723 Million
Q4 2024

A detailed history of Insight Wealth Partners, LLC transactions in ETF Ser Solutions Vident Core stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 11,780 shares of VBND stock, worth $515,963. This represents 0.07% of its overall portfolio holdings.

Number of Shares

11,780

Previous 11,986 1.72%

Holding current value

$515,963

Previous $537,000 5.77%

% of portfolio

0.07%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$42.77 - $45.03 $8,810 - $9,276	-206 Reduced 1.72%	11,780 $506,000
Q3 2024 Nov 13, 2024	BUY	$43.17 - $45.31 $87,635 - $91,979	2,030 Added 20.39%	11,986 $537,000
Q2 2024 Jul 18, 2024	BUY	$42.44 - $43.65 $185,420 - $190,706	4,369 Added 78.2%	9,956 $430,000
Q1 2024 May 10, 2024	BUY	$43.11 - $44.37 $240,855 - $247,895	5,587 New	5,587 $244,000
Q1 2022 May 02, 2022	SELL	$46.87 - $50.58 $612,215 - $660,675	-13,062 Closed	0 $0
Q4 2021 Feb 04, 2022	SELL	$50.78 - $51.94 $267,813 - $273,931	-5,274 Reduced 28.76%	13,062 $665,000
Q3 2021 Nov 05, 2021	SELL	$51.22 - $52.24 $1.61 Million - $1.64 Million	-31,477 Reduced 63.19%	18,336 $943,000
Q2 2021 Jul 14, 2021	SELL	$50.32 - $51.51 $837,576 - $857,383	-16,645 Reduced 25.05%	49,813 $2.55 Million
Q1 2021 Apr 20, 2021	SELL	$50.05 - $52.03 $317,817 - $330,390	-6,350 Reduced 8.72%	66,458 $3.35 Million
Q4 2020 Jan 19, 2021	SELL	$51.38 - $52.31 $678,627 - $690,910	-13,208 Reduced 15.36%	72,808 $3.78 Million
Q3 2020 Oct 16, 2020	BUY	$51.07 - $52.26 $276,748 - $283,196	5,419 Added 6.72%	86,016 $4.46 Million
Q2 2020 Jul 20, 2020	SELL	$47.83 - $51.26 $250,198 - $268,141	-5,231 Reduced 6.09%	80,597 $4.09 Million
Q1 2020 May 07, 2020	BUY	$45.75 - $52.26 $171,242 - $195,609	3,743 Added 4.56%	85,828 $4.14 Million
Q4 2019 Mar 16, 2020	BUY	$50.24 - $51.12 $4.12 Million - $4.2 Million	82,085 New	82,085 $4.13 Million

Others Institutions Holding VBND

# of Institutions

Shares Held

9.84M

Call Options Held

Put Options Held

View Full List

About ETF SER SOLUTIONS VIDENT CORE

Ticker VBND
Sector ETFs
Industry ETFs

More about VBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Account

Insight Wealth Partners, LLC ETF Ser Solutions Vident Core Transaction History