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

Institute For Wealth Management, Llc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 25, 2023	BUY	$181.26 - $198.89 $8,156 - $8,950	45 Added 3.68%	1,269 $252,000
Q1 2023 Apr 20, 2023	BUY	$179.51 - $208.76 $6,641 - $7,724	37 Added 3.12%	1,224 $232,000
Q4 2022 Feb 02, 2023	SELL	$172.82 - $196.57 $7,949 - $9,042	-46 Reduced 3.73%	1,187 $217,000
Q2 2022 Jul 25, 2022	BUY	$170.7 - $214.67 $27,312 - $34,347	160 Added 14.91%	1,233 $217,000
Q1 2022 Apr 29, 2022	SELL	$198.73 - $227.97 $7,949 - $9,118	-40 Reduced 3.59%	1,073 $228,000
Q3 2021 Nov 15, 2021	SELL	$211.9 - $229.42 $6,780 - $7,341	-32 Reduced 2.79%	1,113 $243,000
Q1 2021 May 04, 2021	BUY	$191.53 - $223.48 $219,301 - $255,884	1,145 New	1,145 $245,000
Q1 2020 Apr 29, 2020	SELL	$98.45 - $170.48 $90,180 - $156,159	-916 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$149.04 - $166.74 $136,520 - $152,733	916 New	916 $152,000
Q2 2019 Aug 02, 2019	SELL	N/A	-1,951 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	1,951 New	1,951 $298,000

2,108

150M

102K

107K

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