Institute For Wealth Management, Llc. Vanguard Consumer Discretionar Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,730 shares of VCR stock, worth $1.22 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,730

Previous 3,802 1.89%

Holding current value

$1.22 Million

Previous $1.29 Million 8.19%

% of portfolio

0.18%

Previous 0.17%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$328.51 - $401.37 $23,652 - $28,898	-72 Reduced 1.89%	3,730 $1.4 Million
Q3 2024 Nov 12, 2024	SELL	$291.88 - $341.94 $24,809 - $29,064	-85 Reduced 2.19%	3,802 $1.29 Million
Q2 2024 Jul 25, 2024	BUY	$292.03 - $315.87 $117,396 - $126,979	402 Added 11.54%	3,887 $1.21 Million
Q1 2024 Apr 30, 2024	BUY	$292.25 - $318.12 $25,425 - $27,676	87 Added 2.56%	3,485 $1.11 Million
Q4 2023 Jan 31, 2024	SELL	$247.89 - $308.23 $51,809 - $64,420	-209 Reduced 5.79%	3,398 $1.03 Million
Q3 2023 Oct 13, 2023	SELL	$265.85 - $296.58 $18,077 - $20,167	-68 Reduced 1.85%	3,607 $971,000
Q2 2023 Jul 25, 2023	SELL	$243.5 - $283.2 $52,596 - $61,171	-216 Reduced 5.55%	3,675 $1.04 Million
Q1 2023 Apr 20, 2023	BUY	$217.79 - $265.16 $14,374 - $17,500	66 Added 1.73%	3,891 $982,000
Q4 2022 Feb 02, 2023	SELL	$213.95 - $246.49 $71,031 - $81,834	-332 Reduced 7.99%	3,825 $837,000
Q3 2022 Oct 18, 2022	BUY	$231.64 - $287.67 $506,133 - $628,558	2,185 Added 110.8%	4,157 $977,000
Q2 2022 Jul 25, 2022	BUY	$222.74 - $312.09 $178,414 - $249,984	801 Added 68.4%	1,972 $449,000
Q1 2022 Apr 29, 2022	SELL	$271.48 - $348.23 $643,679 - $825,653	-2,371 Reduced 66.94%	1,171 $357,000
Q4 2021 Jan 21, 2022	SELL	$309.2 - $355.63 $53,182 - $61,168	-172 Reduced 4.63%	3,542 $1.21 Million
Q3 2021 Nov 15, 2021	BUY	$306.91 - $323.69 $118,467 - $124,944	386 Added 11.6%	3,714 $1.15 Million
Q2 2021 Jul 21, 2021	BUY	$292.51 - $314.88 $14,625 - $15,744	50 Added 1.53%	3,328 $1.05 Million
Q1 2021 May 04, 2021	BUY	$271.66 - $300.39 $160,551 - $177,530	591 Added 21.99%	3,278 $968,000
Q4 2020 Feb 01, 2021	SELL	$229.12 - $275.61 $36,888 - $44,373	-161 Reduced 5.65%	2,687 $740,000
Q3 2020 Nov 03, 2020	SELL	$202.32 - $250.9 $84,165 - $104,374	-416 Reduced 12.75%	2,848 $668,000
Q2 2020 Jul 30, 2020	BUY	$136.25 - $207.41 $60,903 - $92,712	447 Added 15.87%	3,264 $653,000
Q1 2020 Apr 29, 2020	SELL	$127.14 - $204.46 $221,096 - $355,555	-1,739 Reduced 38.17%	2,817 $409,000
Q4 2019 Feb 27, 2020	BUY	$175.19 - $190.6 $646,976 - $703,885	3,693 Added 427.93%	4,556 $863,000
Q4 2019 Jan 27, 2020	SELL	$175.19 - $190.6 $654,159 - $711,700	-3,734 Reduced 81.23%	863 $863,000
Q3 2019 Oct 28, 2019	SELL	$178.43 - $185.33 $203,767 - $211,646	-1,142 Reduced 19.9%	4,597 $828,000
Q2 2019 Aug 02, 2019	BUY	N/A	5,739 New	5,739 $1.03 Million
Q1 2019 May 15, 2019	SELL	N/A	-9,765 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	N/A	9,765 New	9,765 $1.47 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-8,349 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	2,307 Added 38.18%	8,349 $1.34 Million
Q4 2017 Feb 12, 2018	BUY	N/A	360 Added 6.34%	6,042 $942,000
Q3 2017 Nov 14, 2017	SELL	N/A	-1,539 Reduced 21.31%	5,682 $814,000
Q2 2017 Aug 14, 2017	BUY	N/A	7,221	7,221 $1.02 Million

Others Institutions Holding VCR

# of Institutions

566

Shares Held

13.5M

Call Options Held

14.7K

Put Options Held

15.3K

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About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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Institute For Wealth Management, Llc. Vanguard Consumer Discretionar Transaction History