Institute For Wealth Management, Llc. Vanguard Sht Term Corp Bd ETF Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,629 shares of VCSH stock, worth $602,233. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,629

Previous 7,733 1.34%

Holding current value

$602,233

Previous $614,000 3.09%

% of portfolio

0.08%

Previous 0.08%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$77.86 - $79.27 $8,097 - $8,244	-104 Reduced 1.34%	7,629 $595,000
Q3 2024 Nov 12, 2024	SELL	$76.94 - $79.54 $7,924 - $8,192	-103 Reduced 1.31%	7,733 $614,000
Q2 2024 Jul 25, 2024	SELL	$76.35 - $77.35 $27,485 - $27,845	-360 Reduced 4.39%	7,836 $605,000
Q1 2024 Apr 30, 2024	BUY	$76.87 - $77.64 $16,065 - $16,226	209 Added 2.62%	8,196 $633,000
Q4 2023 Jan 31, 2024	SELL	$74.49 - $77.37 $5,661 - $5,880	-76 Reduced 0.94%	7,987 $617,000
Q3 2023 Oct 13, 2023	SELL	$74.99 - $75.99 $54,742 - $55,472	-730 Reduced 8.3%	8,063 $605,000
Q2 2023 Jul 25, 2023	SELL	$75.46 - $76.54 $86,854 - $88,097	-1,151 Reduced 11.57%	8,793 $665,000
Q1 2023 Apr 20, 2023	SELL	$74.76 - $76.57 $24,969 - $25,574	-334 Reduced 3.25%	9,944 $758,000
Q4 2022 Feb 02, 2023	SELL	$73.35 - $75.8 $94,548 - $97,706	-1,289 Reduced 11.14%	10,278 $772,000
Q3 2022 Oct 18, 2022	SELL	$74.01 - $77.39 $159,861 - $167,162	-2,160 Reduced 15.74%	11,567 $859,000
Q2 2022 Jul 25, 2022	SELL	$75.21 - $77.95 $30,685 - $31,803	-408 Reduced 2.89%	13,727 $1.05 Million
Q1 2022 Apr 29, 2022	SELL	$77.77 - $81.19 $213,634 - $223,028	-2,747 Reduced 16.27%	14,135 $1.1 Million
Q4 2021 Jan 21, 2022	BUY	$81.21 - $82.44 $251,182 - $254,986	3,093 Added 22.43%	16,882 $1.37 Million
Q3 2021 Nov 15, 2021	BUY	$82.36 - $82.87 $48,015 - $48,313	583 Added 4.41%	13,789 $1.14 Million
Q2 2021 Jul 21, 2021	BUY	$82.34 - $82.89 $4,858 - $4,890	59 Added 0.45%	13,206 $1.09 Million
Q1 2021 May 04, 2021	BUY	$82.19 - $83.24 $37,971 - $38,456	462 Added 3.64%	13,147 $1.09 Million
Q4 2020 Feb 01, 2021	BUY	$82.66 - $83.25 $17,193 - $17,316	208 Added 1.67%	12,685 $1.06 Million
Q3 2020 Nov 03, 2020	SELL	$82.55 - $83.1 $44,742 - $45,040	-542 Reduced 4.16%	12,477 $1.03 Million
Q2 2020 Jul 30, 2020	SELL	$78.35 - $82.66 $1.4 Million - $1.48 Million	-17,888 Reduced 57.88%	13,019 $1.08 Million
Q1 2020 Apr 29, 2020	SELL	$71.75 - $82.34 $960,158 - $1.1 Million	-13,382 Reduced 30.22%	30,907 $2.45 Million
Q4 2019 Feb 27, 2020	BUY	$80.76 - $81.3 $3.29 Million - $3.31 Million	40,700 Added 1134.02%	44,289 $3.59 Million
Q4 2019 Jan 27, 2020	SELL	$80.76 - $81.3 $3.46 Million - $3.48 Million	-42,784 Reduced 92.26%	3,589 $3.59 Million
Q3 2019 Oct 28, 2019	SELL	$80.53 - $81.05 $894,607 - $900,384	-11,109 Reduced 19.33%	46,373 $3.76 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-4,631 Reduced 7.46%	57,482 $4.64 Million
Q1 2019 May 15, 2019	BUY	N/A	26,196 Added 72.93%	62,113 $4.96 Million
Q4 2018 Feb 08, 2019	BUY	N/A	7,401 Added 25.95%	35,917 $2.8 Million
Q3 2018 Oct 29, 2018	SELL	N/A	-1,206 Reduced 4.06%	28,516 $2.23 Million
Q2 2018 Aug 10, 2018	BUY	N/A	1,572 Added 5.58%	29,722 $2.32 Million
Q1 2018 May 15, 2018	SELL	N/A	-22,743 Reduced 44.69%	28,150 $2.2 Million
Q4 2017 Feb 12, 2018	BUY	N/A	15,424 Added 43.49%	50,893 $4.41 Million
Q3 2017 Nov 14, 2017	BUY	N/A	151 Added 0.43%	35,469 $2.85 Million
Q2 2017 Aug 14, 2017	BUY	N/A	35,318	35,318 $2.83 Million

Others Institutions Holding VCSH

# of Institutions

1,456

Shares Held

316M

Call Options Held

Put Options Held

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About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
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Institute For Wealth Management, Llc. Vanguard Sht Term Corp Bd ETF Transaction History