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

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,148 shares of VBK stock, worth $2.91 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

10,148

Holding current value

$2.91 Million

% of portfolio

0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$219.76 - $276.94 $2.23 Million - $2.81 Million	10,148 New	10,148 $2.81 Million
Q2 2022 Jul 25, 2022	SELL	$188.16 - $253.27 $218,641 - $294,299	-1,162 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$269.22 - $305.79 $51,151 - $58,100	-190 Reduced 14.05%	1,162 $327,000
Q3 2021 Nov 15, 2021	SELL	$273.65 - $297.37 $30,101 - $32,710	-110 Reduced 7.52%	1,352 $379,000
Q1 2021 May 04, 2021	BUY	$262.76 - $302.04 $143,729 - $165,215	547 Added 59.78%	1,462 $402,000
Q4 2020 Feb 01, 2021	BUY	$216.78 - $272.28 $198,353 - $249,136	915 New	915 $245,000
Q1 2020 Apr 29, 2020	SELL	$128.7 - $210.28 $93,307 - $152,453	-725 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$177.24 - $199.81 $128,499 - $144,862	725 New	725 $144,000

Others Institutions Holding VBK

# of Institutions

1,228

Shares Held

44.5M

Call Options Held

48.5K

Put Options Held

33K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

More about VBK

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