A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Materials ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,082 shares of VAW stock, worth $629,036. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,082
Previous 3,087 0.16%
Holding current value
$629,036
Previous $594,000 9.6%
% of portfolio
0.08%
Previous 0.08%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$189.89 - $213.71 $949 - $1,068
-5 Reduced 0.16%
3,082 $651,000
Q2 2024

Jul 25, 2024

BUY
$192.63 - $204.63 $38,911 - $41,335
202 Added 7.0%
3,087 $594,000
Q1 2024

Apr 30, 2024

SELL
$179.63 - $204.43 $6,466 - $7,359
-36 Reduced 1.23%
2,885 $589,000
Q4 2023

Jan 31, 2024

BUY
$162.5 - $191.96 $32,987 - $38,967
203 Added 7.47%
2,921 $554,000
Q3 2023

Oct 13, 2023

BUY
$171.36 - $189.15 $48,323 - $53,340
282 Added 11.58%
2,718 $468,000
Q2 2023

Jul 25, 2023

SELL
$164.74 - $181.97 $52,716 - $58,230
-320 Reduced 11.61%
2,436 $443,000
Q1 2023

Apr 20, 2023

BUY
$166.59 - $188.64 $459,122 - $519,891
2,756 New
2,756 $490,000
Q2 2022

Jul 25, 2022

BUY
$159.63 - $199.49 $400,830 - $500,919
2,511 Added 205.15%
3,735 $598,000
Q1 2022

Apr 29, 2022

SELL
$175.8 - $197.21 $322,593 - $361,880
-1,835 Reduced 59.99%
1,224 $238,000
Q4 2021

Jan 21, 2022

SELL
$175.11 - $197.26 $30,469 - $34,323
-174 Reduced 5.38%
3,059 $602,000
Q3 2021

Nov 15, 2021

BUY
$173.0 - $189.06 $19,203 - $20,985
111 Added 3.56%
3,233 $560,000
Q2 2021

Jul 21, 2021

SELL
$173.74 - $194.47 $13,551 - $15,168
-78 Reduced 2.44%
3,122 $564,000
Q1 2021

May 04, 2021

SELL
$153.25 - $174.4 $213,937 - $243,462
-1,396 Reduced 30.37%
3,200 $554,000
Q4 2020

Feb 01, 2021

SELL
$132.46 - $156.97 $28,478 - $33,748
-215 Reduced 4.47%
4,596 $721,000
Q3 2020

Nov 03, 2020

SELL
$120.46 - $141.19 $43,124 - $50,546
-358 Reduced 6.93%
4,811 $648,000
Q2 2020

Jul 30, 2020

BUY
$90.68 - $129.33 $153,974 - $219,602
1,698 Added 48.92%
5,169 $624,000
Q1 2020

Apr 29, 2020

SELL
$81.49 - $133.25 $130,709 - $213,733
-1,604 Reduced 31.61%
3,471 $334,000
Q4 2019

Feb 27, 2020

BUY
$120.04 - $134.2 $527,455 - $589,674
4,394 Added 645.23%
5,075 $681,000
Q4 2019

Jan 27, 2020

SELL
$120.04 - $134.2 $498,166 - $556,930
-4,150 Reduced 85.9%
681 $681,000
Q3 2019

Oct 28, 2019

BUY
$123.96 - $128.91 $598,850 - $622,764
4,831 New
4,831 $611,000
Q1 2019

May 15, 2019

SELL
N/A
-2,122 Closed
0 $0
Q4 2018

Feb 08, 2019

BUY
N/A
2,122 New
2,122 $235,000
Q2 2018

Aug 10, 2018

SELL
N/A
-3,990 Closed
0 $0
Q1 2018

May 15, 2018

SELL
N/A
-3,239 Reduced 44.81%
3,990 $514,000
Q4 2017

Feb 12, 2018

BUY
N/A
436 Added 6.42%
7,229 $988,000
Q3 2017

Nov 14, 2017

SELL
N/A
-2,520 Reduced 27.06%
6,793 $873,000
Q2 2017

Aug 14, 2017

BUY
N/A
9,313
9,313 $1.13 Million

Others Institutions Holding VAW

About VANGUARD MATERIALS ETF


  • Ticker VAW
  • Sector ETFs
  • Industry ETFs
More about VAW
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