Institute For Wealth Management, Llc. Vanguard Consumer Staples ETF Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,920 shares of VDC stock, worth $617,901. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,920
Previous 2,849 2.49%
Holding current value
$617,901
Previous $622,000 0.8%
% of portfolio
0.08%
Previous 0.08%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$210.96 - $223.62 $14,978 - $15,877
71 Added 2.49%
2,920 $617,000
Q3 2024

Nov 12, 2024
BUY
$201.77 - $221.32 $22,194 - $24,345
110 Added 4.02%
2,849 $622,000
Q2 2024

Jul 25, 2024
SELL
$194.57 - $209.07 $53,701 - $57,703
-276 Reduced 9.15%
2,739 $556,000
Q1 2024

Apr 30, 2024
BUY
$189.57 - $204.14 $349,187 - $376,025
1,842 Added 157.03%
3,015 $615,000
Q4 2023

Jan 31, 2024
SELL
$175.13 - $191.99 $21,716 - $23,806
-124 Reduced 9.56%
1,173 $223,000
Q3 2023

Oct 13, 2023
SELL
$182.67 - $199.63 $349,813 - $382,291
-1,915 Reduced 59.62%
1,297 $236,000
Q2 2023

Jul 25, 2023
BUY
$189.34 - $200.8 $1,325 - $1,405
7 Added 0.22%
3,212 $624,000
Q1 2023

Apr 20, 2023
BUY
$184.07 - $195.02 $17,670 - $18,721
96 Added 3.09%
3,205 $620,000
Q4 2022

Feb 02, 2023
SELL
$171.56 - $199.59 $23,160 - $26,944
-135 Reduced 4.16%
3,109 $595,000
Q3 2022

Oct 18, 2022
BUY
$171.79 - $199.02 $131,247 - $152,051
764 Added 30.81%
3,244 $557,000
Q2 2022

Jul 25, 2022
SELL
$177.06 - $208.31 $203,619 - $239,556
-1,150 Reduced 31.68%
2,480 $460,000
Q1 2022

Apr 29, 2022
BUY
$185.1 - $200.92 $22,212 - $24,110
120 Added 3.42%
3,630 $711,000
Q4 2021

Jan 21, 2022
SELL
$179.09 - $199.88 $22,028 - $24,585
-123 Reduced 3.39%
3,510 $702,000
Q3 2021

Nov 15, 2021
BUY
$179.22 - $189.21 $43,550 - $45,978
243 Added 7.17%
3,633 $651,000
Q2 2021

Jul 21, 2021
BUY
$177.72 - $186.68 $40,164 - $42,189
226 Added 7.14%
3,390 $619,000
Q1 2021

May 04, 2021
SELL
$165.49 - $180.21 $130,240 - $141,825
-787 Reduced 19.92%
3,164 $564,000
Q4 2020

Feb 01, 2021
BUY
$159.52 - $175.0 $8,295 - $9,100
52 Added 1.33%
3,951 $687,000
Q3 2020

Nov 03, 2020
SELL
$149.59 - $170.43 $106,508 - $121,346
-712 Reduced 15.44%
3,899 $637,000
Q2 2020

Jul 30, 2020
BUY
$134.79 - $156.24 $138,429 - $160,458
1,027 Added 28.66%
4,611 $690,000
Q1 2020

Apr 29, 2020
SELL
$122.65 - $164.89 $273,754 - $368,034
-2,232 Reduced 38.38%
3,584 $494,000
Q4 2019

Feb 27, 2020
BUY
$153.01 - $161.92 $746,382 - $789,845
4,878 Added 520.04%
5,816 $938,000
Q4 2019

Jan 27, 2020
SELL
$153.01 - $161.92 $758,164 - $802,313
-4,955 Reduced 84.08%
938 $938,000
Q3 2019

Oct 28, 2019
SELL
$155.08 - $157.18 $39,235 - $39,766
-253 Reduced 4.12%
5,893 $923,000
Q2 2019

Aug 02, 2019
BUY
N/A
6,146 New
6,146 $914,000
Q1 2018

May 15, 2018
SELL
N/A
-6,267 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
514 Added 8.93%
6,267 $915,000
Q3 2017

Nov 14, 2017
SELL
N/A
-1,220 Reduced 17.5%
5,753 $797,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,973
6,973 $985,000

Others Institutions Holding VDC

# of Institutions
645
Shares Held
15.2M
Call Options Held
1.9K
Put Options Held
3K
View Full List

About VANGUARD CONSUMER STAPLES ETF

VDC Quotes by TradingView
  • Ticker VDC
  • Sector ETFs
  • Industry ETFs
More about VDC
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