Institute For Wealth Management, Llc. Vanguard Lg Trm Corp Bd ETF Transaction History

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Lg Trm Corp Bd ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,671 shares of VCLT stock, worth $271,874. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,671
Previous 3,858 4.85%
Holding current value
$271,874
Previous $288,000 3.47%
% of portfolio
0.04%
Previous 0.04%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$73.11 - $77.43 $13,671 - $14,479
-187 Reduced 4.85%
3,671 $278,000
Q4 2024

Jan 23, 2025
SELL
$74.68 - $81.45 $16,653 - $18,163
-223 Reduced 5.46%
3,858 $288,000
Q3 2024

Nov 12, 2024
BUY
$74.85 - $82.2 $7,484 - $8,220
100 Added 2.51%
4,081 $331,000
Q2 2024

Jul 25, 2024
SELL
$73.79 - $77.66 $9,076 - $9,552
-123 Reduced 3.0%
3,981 $301,000
Q1 2024

Apr 30, 2024
SELL
$76.25 - $80.1 $65,041 - $68,325
-853 Reduced 17.21%
4,104 $321,000
Q4 2023

Jan 31, 2024
SELL
$67.66 - $81.06 $3,991 - $4,782
-59 Reduced 1.18%
4,957 $397,000
Q3 2023

Oct 13, 2023
BUY
$71.62 - $78.79 $6,159 - $6,775
86 Added 1.74%
5,016 $359,000
Q2 2023

Jul 25, 2023
SELL
$75.81 - $80.59 $24,789 - $26,352
-327 Reduced 6.22%
4,930 $386,000
Q1 2023

Apr 20, 2023
SELL
$75.56 - $82.45 $1,435 - $1,566
-19 Reduced 0.36%
5,257 $419,000
Q4 2022

Feb 02, 2023
SELL
$69.36 - $81.2 $23,790 - $27,851
-343 Reduced 6.1%
5,276 $399,000
Q3 2022

Oct 18, 2022
SELL
$72.42 - $85.62 $7,821 - $9,246
-108 Reduced 1.89%
5,619 $412,000
Q2 2022

Jul 25, 2022
SELL
$78.88 - $94.44 $9,702 - $11,616
-123 Reduced 2.1%
5,727 $464,000
Q1 2022

Apr 29, 2022
BUY
$90.35 - $104.23 $2,620 - $3,022
29 Added 0.5%
5,850 $548,000
Q4 2021

Jan 21, 2022
SELL
$103.94 - $108.97 $23,282 - $24,409
-224 Reduced 3.71%
5,821 $616,000
Q3 2021

Nov 15, 2021
SELL
$105.58 - $109.79 $19,321 - $20,091
-183 Reduced 2.94%
6,045 $638,000
Q2 2021

Jul 21, 2021
SELL
$100.83 - $107.15 $14,519 - $15,429
-144 Reduced 2.26%
6,228 $666,000
Q1 2021

May 04, 2021
SELL
$98.85 - $110.32 $71,073 - $79,320
-719 Reduced 10.14%
6,372 $645,000
Q4 2020

Feb 01, 2021
SELL
$105.68 - $111.83 $75,244 - $79,622
-712 Reduced 9.12%
7,091 $788,000
Q3 2020

Nov 03, 2020
BUY
$106.7 - $112.96 $37,345 - $39,536
350 Added 4.7%
7,803 $834,000
Q2 2020

Jul 30, 2020
BUY
$94.13 - $106.29 $208,592 - $235,538
2,216 Added 42.31%
7,453 $792,000
Q1 2020

Apr 29, 2020
BUY
$78.7 - $109.59 $412,151 - $573,922
5,237 New
5,237 $509,000
Q1 2018

May 15, 2018
SELL
N/A
-5,684 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
2,343 Added 70.13%
5,684 $544,000
Q3 2017

Nov 14, 2017
BUY
N/A
3,341
3,341 $315,000

Others Institutions Holding VCLT

# of Institutions
371
Shares Held
138M
Call Options Held
122K
Put Options Held
61.8K
View Full List

About VANGUARD LG-TRM CORP BD ETF

VCLT Quotes by TradingView
  • Ticker VCLT
  • Sector ETFs
  • Industry ETFs
More about VCLT
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email