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

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

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 6,882 shares of VDE stock, worth $841,255. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,882

Previous 2,432 182.98%

Holding current value

$841,255

Previous $291,000 197.59%

% of portfolio

0.09%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$118.37 - $129.65 $526,746 - $576,942	4,450 Added 182.98%	6,882 $866,000
Q2 2025 Jul 18, 2025	SELL	$105.87 - $130.56 $406,752 - $501,611	-3,842 Reduced 61.24%	2,432 $291,000
Q1 2025 Apr 21, 2025	SELL	$119.14 - $132.76 $43,486 - $48,457	-365 Reduced 5.5%	6,274 $813,000
Q4 2024 Jan 23, 2025	SELL	$116.67 - $136.78 $39,667 - $46,505	-340 Reduced 4.87%	6,639 $805,000
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

732

Shares Held

22M

Call Options Held

118K

Put Options Held

58.7K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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