Institute For Wealth Management, Llc. Vanguard Energy ETF Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Energy ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 6,979 shares of VDE stock, worth $814,239. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,979
Previous 7,572 7.83%
Holding current value
$814,239
Previous $965,000 11.5%
% of portfolio
0.11%
Previous 0.13%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$117.44 - $131.06 $69,641 - $77,718
-593 Reduced 7.83%
6,979 $854,000
Q2 2024

Jul 25, 2024
BUY
$123.17 - $136.7 $7,267 - $8,065
59 Added 0.79%
7,572 $965,000
Q1 2024

Apr 30, 2024
BUY
$111.77 - $131.7 $26,601 - $31,344
238 Added 3.27%
7,513 $989,000
Q4 2023

Jan 31, 2024
SELL
$113.37 - $128.78 $41,720 - $47,391
-368 Reduced 4.81%
7,275 $853,000
Q3 2023

Oct 13, 2023
BUY
$110.08 - $130.52 $71,992 - $85,360
654 Added 9.36%
7,643 $968,000
Q2 2023

Jul 25, 2023
SELL
$105.87 - $119.99 $26,996 - $30,597
-255 Reduced 3.52%
6,989 $788,000
Q1 2023

Apr 20, 2023
BUY
$106.22 - $128.7 $4,036 - $4,890
38 Added 0.53%
7,244 $827,000
Q4 2022

Feb 02, 2023
SELL
$107.13 - $131.88 $43,601 - $53,675
-407 Reduced 5.35%
7,206 $873,000
Q3 2022

Oct 18, 2022
SELL
$93.77 - $118.45 $750 - $947
-8 Reduced 0.1%
7,613 $773,000
Q2 2022

Jul 25, 2022
SELL
$97.94 - $128.99 $248,963 - $327,892
-2,542 Reduced 25.01%
7,621 $758,000
Q1 2022

Apr 29, 2022
BUY
$80.1 - $110.55 $18,182 - $25,094
227 Added 2.28%
10,163 $1.09 Million
Q4 2021

Jan 21, 2022
SELL
$74.1 - $83.72 $15,486 - $17,497
-209 Reduced 2.06%
9,936 $771,000
Q3 2021

Nov 15, 2021
BUY
$63.79 - $77.26 $136,319 - $165,104
2,137 Added 26.69%
10,145 $750,000
Q2 2021

Jul 21, 2021
BUY
$65.04 - $78.97 $18,471 - $22,427
284 Added 3.68%
8,008 $608,000
Q1 2021

May 04, 2021
BUY
$52.13 - $74.47 $402,652 - $575,206
7,724 New
7,724 $525,000
Q1 2020

Apr 29, 2020
SELL
$31.29 - $82.78 $3,129 - $8,278
-100 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$73.38 - $81.73 $7,338 - $8,173
100 New
100 $8,000
Q3 2018

Oct 29, 2018
SELL
N/A
-11,326 Closed
0 $0
Q2 2018

Aug 10, 2018
BUY
N/A
7,573 Added 201.79%
11,326 $1.19 Million
Q1 2018

May 15, 2018
BUY
N/A
382 Added 11.33%
3,753 $349,000
Q4 2017

Feb 12, 2018
BUY
N/A
3,371
3,371 $355,000

Others Institutions Holding VDE

# of Institutions
675
Shares Held
22M
Call Options Held
101K
Put Options Held
18.9K
View Full List

About VANGUARD ENERGY ETF

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