Institute For Wealth Management, Llc. Vanguard Mega Cap ETF Transaction History

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,147 shares of MGC stock, worth $264,601. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,147

Previous 1,197 4.18%

Holding current value

$264,601

Previous $241,000 6.64%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$179.23 - $224.92 $8,961 - $11,246	-50 Reduced 4.18%	1,147 $257,000
Q1 2025 Apr 21, 2025	BUY	$199.2 - $222.69 $398 - $445	2 Added 0.17%	1,197 $241,000
Q4 2024 Jan 23, 2025	BUY	$204.21 - $220.18 $8,576 - $9,247	42 Added 3.64%	1,195 $254,000
Q3 2024 Nov 12, 2024	BUY	$185.93 - $206.64 $13,386 - $14,878	72 Added 6.66%	1,153 $238,000
Q2 2024 Jul 25, 2024	SELL	$177.06 - $198.62 $140,585 - $157,704	-794 Reduced 42.35%	1,081 $213,000
Q1 2024 Apr 30, 2024	SELL	$166.37 - $187.03 $27,950 - $31,421	-168 Reduced 8.22%	1,875 $350,000
Q4 2023 Jan 31, 2024	BUY	$146.46 - $169.92 $12,302 - $14,273	84 Added 4.29%	2,043 $345,000
Q3 2023 Oct 13, 2023	SELL	$151.3 - $161.8 $756 - $809	-5 Reduced 0.25%	1,959 $297,000
Q2 2023 Jul 25, 2023	BUY	$141.8 - $156.5 $43,532 - $48,045	307 Added 18.53%	1,964 $307,000
Q1 2023 Apr 20, 2023	BUY	$131.13 - $144.18 $217,282 - $238,906	1,657 New	1,657 $237,000
Q1 2022 Apr 29, 2022	SELL	$146.0 - $169.35 $197,100 - $228,622	-1,350 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$152.0 - $169.23 $15,200 - $16,923	-100 Reduced 6.9%	1,350 $227,000
Q3 2021 Nov 15, 2021	BUY	$151.62 - $161.28 $219,849 - $233,856	1,450 New	1,450 $221,000

Others Institutions Holding MGC

# of Institutions

516

Shares Held

16.4M

Call Options Held

13.2K

Put Options Held

100

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About VANGUARD MEGA CAP ETF

Ticker MGC
Sector ETFs
Industry ETFs

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Institute For Wealth Management, Llc. Vanguard Mega Cap ETF Transaction History