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

Institute For Wealth Management, Llc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,063

41.3M

30.1K

19.9K

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