Institute For Wealth Management, Llc. Vanguard Total International B Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Total International B stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,754 shares of BNDX stock, worth $486,529. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,754

Previous 9,554 2.09%

Holding current value

$486,529

Previous $464,000 5.6%

% of portfolio

0.06%

Previous 0.06%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$48.42 - $50.35 $9,684 - $10,070	200 Added 2.09%	9,754 $490,000
Q2 2024 Jul 25, 2024	SELL	$48.24 - $49.07 $49,783 - $50,640	-1,032 Reduced 9.75%	9,554 $464,000
Q1 2024 Apr 30, 2024	SELL	$48.47 - $49.33 $78,618 - $80,013	-1,622 Reduced 13.29%	10,586 $520,000
Q4 2023 Jan 31, 2024	SELL	$47.38 - $50.85 $9,760 - $10,475	-206 Reduced 1.66%	12,208 $602,000
Q3 2023 Oct 13, 2023	SELL	$47.76 - $48.9 $26,411 - $27,041	-553 Reduced 4.26%	12,414 $593,000
Q2 2023 Jul 25, 2023	SELL	$48.28 - $49.09 $49,197 - $50,022	-1,019 Reduced 7.29%	12,967 $633,000
Q1 2023 Apr 20, 2023	SELL	$47.52 - $49.23 $121,033 - $125,388	-2,547 Reduced 15.41%	13,986 $684,000
Q4 2022 Feb 02, 2023	SELL	$46.98 - $49.45 $52,006 - $54,741	-1,107 Reduced 6.28%	16,533 $784,000
Q3 2022 Oct 18, 2022	SELL	$47.32 - $51.35 $36,956 - $40,104	-781 Reduced 4.24%	17,640 $842,000
Q2 2022 Jul 25, 2022	SELL	$48.35 - $52.44 $52,556 - $57,002	-1,087 Reduced 5.57%	18,421 $913,000
Q1 2022 Apr 29, 2022	SELL	$52.1 - $55.0 $12,191 - $12,870	-234 Reduced 1.19%	19,508 $1.02 Million
Q4 2021 Jan 21, 2022	SELL	$55.11 - $57.44 $147,860 - $154,111	-2,683 Reduced 11.96%	19,742 $1.09 Million
Q3 2021 Nov 15, 2021	SELL	$56.96 - $58.06 $11,050 - $11,263	-194 Reduced 0.86%	22,425 $1.28 Million
Q2 2021 Jul 21, 2021	SELL	$56.57 - $57.29 $36,204 - $36,665	-640 Reduced 2.75%	22,619 $1.29 Million
Q1 2021 May 04, 2021	SELL	$56.78 - $58.56 $118,329 - $122,039	-2,084 Reduced 8.22%	23,259 $1.33 Million
Q4 2020 Feb 01, 2021	SELL	$57.99 - $58.75 $14,729 - $14,922	-254 Reduced 0.99%	25,343 $1.48 Million
Q3 2020 Nov 03, 2020	SELL	$57.55 - $58.32 $19,912 - $20,178	-346 Reduced 1.33%	25,597 $1.49 Million
Q2 2020 Jul 30, 2020	SELL	$56.12 - $57.76 $588,867 - $606,075	-10,493 Reduced 28.8%	25,943 $1.5 Million
Q1 2020 Apr 29, 2020	SELL	$54.96 - $58.4 $152,623 - $162,176	-2,777 Reduced 7.08%	36,436 $2.05 Million
Q4 2019 Feb 27, 2020	BUY	$56.58 - $58.91 $2.09 Million - $2.18 Million	36,994 Added 1667.15%	39,213 $2.22 Million
Q4 2019 Jan 27, 2020	SELL	$56.58 - $58.91 $2.14 Million - $2.23 Million	-37,797 Reduced 94.45%	2,219 $2.22 Million
Q3 2019 Oct 28, 2019	SELL	$58.16 - $58.93 $279,865 - $283,571	-4,812 Reduced 10.73%	40,016 $2.35 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-7,893 Reduced 14.97%	44,828 $2.57 Million
Q1 2019 May 15, 2019	SELL	N/A	-1,162 Reduced 2.16%	52,721 $2.94 Million
Q4 2018 Feb 08, 2019	BUY	N/A	34,714 Added 181.09%	53,883 $2.92 Million
Q3 2018 Oct 29, 2018	SELL	N/A	-8,307 Reduced 30.23%	19,169 $1.05 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-2,255 Reduced 7.58%	27,476 $1.51 Million
Q1 2018 May 15, 2018	SELL	N/A	-752 Reduced 2.47%	29,731 $1.63 Million
Q4 2017 Feb 12, 2018	BUY	N/A	10,999 Added 56.45%	30,483 $1.65 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-8,768 Reduced 31.03%	19,484 $1.06 Million
Q2 2017 Aug 14, 2017	BUY	N/A	28,252	28,252 $1.54 Million

Others Institutions Holding BNDX

# of Institutions

919

Shares Held

657M

Call Options Held

Put Options Held

355K

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Institute For Wealth Management, Llc. Vanguard Total International B Transaction History