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

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 11,988 shares of VFH stock, worth $1.5 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

11,988

Previous 12,374 3.12%

Holding current value

$1.5 Million

Previous $1.36 Million 4.04%

% of portfolio

0.18%

Previous 0.17%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$108.87 - $126.2 $42,023 - $48,713	-386 Reduced 3.12%	11,988 $1.42 Million
Q3 2024 Nov 12, 2024	SELL	$99.27 - $111.21 $2,779 - $3,113	-28 Reduced 0.23%	12,374 $1.36 Million
Q2 2024 Jul 25, 2024	BUY	$95.9 - $103.0 $44,114 - $47,380	460 Added 3.85%	12,402 $1.24 Million
Q1 2024 Apr 30, 2024	BUY	$90.62 - $102.39 $57,090 - $64,505	630 Added 5.57%	11,942 $1.22 Million
Q4 2023 Jan 31, 2024	BUY	$75.97 - $92.67 $1,671 - $2,038	22 Added 0.19%	11,312 $1.04 Million
Q3 2023 Oct 13, 2023	BUY	$80.32 - $86.71 $906,812 - $978,955	11,290 New	11,290 $906,000
Q1 2023 Apr 20, 2023	BUY	$74.95 - $90.64 $554,555 - $670,645	7,399 Added 239.14%	10,493 $817,000
Q4 2022 Feb 02, 2023	BUY	$74.7 - $88.6 $298 - $354	4 Added 0.13%	3,094 $255,000
Q3 2022 Oct 18, 2022	SELL	$74.44 - $88.21 $219,225 - $259,778	-2,945 Reduced 48.8%	3,090 $230,000
Q2 2022 Jul 25, 2022	SELL	$75.42 - $93.29 $570,778 - $706,018	-7,568 Reduced 55.63%	6,035 $466,000
Q1 2022 Apr 29, 2022	BUY	$87.26 - $101.75 $41,535 - $48,433	476 Added 3.63%	13,603 $1.27 Million
Q4 2021 Jan 21, 2022	SELL	$92.72 - $100.95 $58,413 - $63,598	-630 Reduced 4.58%	13,127 $1.27 Million
Q3 2021 Nov 15, 2021	BUY	$86.32 - $96.09 $128,098 - $142,597	1,484 Added 12.09%	13,757 $1.28 Million
Q2 2021 Jul 21, 2021	BUY	$85.53 - $94.49 $69,706 - $77,009	815 Added 7.11%	12,273 $1.11 Million
Q1 2021 May 04, 2021	BUY	$71.74 - $86.71 $821,996 - $993,523	11,458 New	11,458 $968,000
Q4 2020 Feb 01, 2021	SELL	$58.32 - $72.85 $552,815 - $690,545	-9,479 Closed	0 $0
Q3 2020 Nov 03, 2020	SELL	$55.49 - $62.22 $87,563 - $98,183	-1,578 Reduced 14.27%	9,479 $555,000
Q2 2020 Jul 30, 2020	BUY	$47.38 - $65.88 $119,729 - $166,478	2,527 Added 29.62%	11,057 $632,000
Q1 2020 Apr 29, 2020	SELL	$42.8 - $77.51 $192,214 - $348,097	-4,491 Reduced 34.49%	8,530 $433,000
Q4 2019 Feb 27, 2020	BUY	$66.8 - $76.51 $803,470 - $920,262	12,028 Added 1211.28%	13,021 $993,000
Q4 2019 Jan 27, 2020	SELL	$66.8 - $76.51 $822,842 - $942,450	-12,318 Reduced 92.54%	993 $993,000
Q3 2019 Oct 28, 2019	SELL	$69.67 - $71.37 $426,380 - $436,784	-6,120 Reduced 31.5%	13,311 $932,000
Q2 2019 Aug 02, 2019	BUY	N/A	3,485 Added 21.86%	19,431 $1.34 Million
Q1 2019 May 15, 2019	BUY	N/A	10,152 Added 175.22%	15,946 $1.03 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-13,010 Reduced 69.19%	5,794 $344,000
Q3 2018 Oct 29, 2018	SELL	N/A	-4,956 Reduced 20.86%	18,804 $1.32 Million
Q2 2018 Aug 10, 2018	BUY	N/A	1,234 Added 5.48%	23,760 $1.61 Million
Q1 2018 May 15, 2018	SELL	N/A	-13,750 Reduced 37.9%	22,526 $1.56 Million
Q4 2017 Feb 12, 2018	BUY	N/A	22,525 Added 163.81%	36,276 $2.6 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-5,100 Reduced 27.05%	13,751 $899,000
Q2 2017 Aug 14, 2017	BUY	N/A	18,851	18,851 $1.18 Million

Others Institutions Holding VFH

# of Institutions

715

Shares Held

52.9M

Call Options Held

45K

Put Options Held

10.5K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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