Institute For Wealth Management, Llc. Vanguard Extended Duration Tre Transaction History

Institute For Wealth Management, Llc.

  • $737 Million
  • Q2 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,799 shares of EDV stock, worth $864,243. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,799
Previous 9,352 15.47%
Holding current value
$864,243
Previous $716,000 10.61%
% of portfolio
0.11%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$68.41 - $76.58 $98,989 - $110,811
1,447 Added 15.47%
10,799 $792,000
Q1 2024

Apr 30, 2024
SELL
$73.47 - $80.71 $16,971 - $18,644
-231 Reduced 2.41%
9,352 $716,000
Q4 2023

Jan 31, 2024
BUY
$62.83 - $82.79 $195,338 - $257,394
3,109 Added 48.02%
9,583 $776,000
Q3 2023

Oct 13, 2023
BUY
$69.75 - $86.3 $451,561 - $558,706
6,474 New
6,474 $453,000

Others Institutions Holding EDV

# of Institutions
188
Shares Held
13.2M
Call Options Held
236K
Put Options Held
209K
View Full List

About VANGUARD EXTENDED DURATION TRE

EDV Quotes by TradingView
  • Ticker EDV
  • Sector ETFs
  • Industry ETFs
More about EDV
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