Institute For Wealth Management, Llc. Vanguard S&P Mid Cap 400 Value Transaction History

Institute For Wealth Management, Llc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 21, 2022	SELL	$79.95 - $87.45 $203,872 - $222,997	-2,550 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$76.58 - $83.26 $38,290 - $41,630	500 Added 24.39%	2,550 $406,000
Q1 2021 May 04, 2021	SELL	$64.65 - $80.34 $32,325 - $40,170	-500 Reduced 19.61%	2,050 $320,000
Q4 2020 Feb 01, 2021	BUY	$53.08 - $67.28 $135,354 - $171,564	2,550 New	2,550 $336,000

129

4.29M

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