Institute For Wealth Management, Llc. Vanguard Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 38,742 shares of VGSH stock, worth $2.28 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

38,742

Previous 31,619 22.53%

Holding current value

$2.28 Million

Previous $1.86 Million 22.72%

% of portfolio

0.25%

Previous 0.21%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$58.43 - $58.88 $416,196 - $419,402	7,123 Added 22.53%	38,742 $2.28 Million
Q2 2025 Jul 18, 2025	BUY	$58.32 - $58.95 $42,923 - $43,387	736 Added 2.38%	31,619 $1.86 Million
Q1 2025 Apr 21, 2025	SELL	$58.07 - $58.69 $40,649 - $41,083	-700 Reduced 2.22%	30,883 $1.81 Million
Q4 2024 Jan 23, 2025	SELL	$58.02 - $58.88 $204,520 - $207,552	-3,525 Reduced 10.04%	31,583 $1.84 Million
Q3 2024 Nov 12, 2024	SELL	$57.74 - $59.13 $48,443 - $49,610	-839 Reduced 2.33%	35,108 $2.07 Million
Q2 2024 Jul 25, 2024	BUY	$57.55 - $58.0 $132,480 - $133,516	2,302 Added 6.84%	35,947 $2.08 Million
Q1 2024 Apr 30, 2024	SELL	$57.88 - $58.54 $192,740 - $194,938	-3,330 Reduced 9.01%	33,645 $1.95 Million
Q4 2023 Jan 31, 2024	SELL	$57.34 - $58.41 $51,778 - $52,744	-903 Reduced 2.38%	36,975 $2.16 Million
Q3 2023 Oct 13, 2023	SELL	$57.47 - $57.91 $97,756 - $98,504	-1,701 Reduced 4.3%	37,878 $2.18 Million
Q2 2023 Jul 25, 2023	SELL	$57.72 - $58.69 $213,506 - $217,094	-3,699 Reduced 8.55%	39,579 $2.28 Million
Q1 2023 Apr 20, 2023	SELL	$57.32 - $58.77 $46,773 - $47,956	-816 Reduced 1.85%	43,278 $2.53 Million
Q4 2022 Feb 02, 2023	SELL	$57.38 - $58.13 $277,145 - $280,767	-4,830 Reduced 9.87%	44,094 $2.55 Million
Q3 2022 Oct 18, 2022	SELL	$57.67 - $59.08 $106,458 - $109,061	-1,846 Reduced 3.64%	48,924 $2.83 Million
Q2 2022 Jul 25, 2022	SELL	$58.29 - $59.37 $35,032 - $35,681	-601 Reduced 1.17%	50,770 $2.99 Million
Q1 2022 Apr 29, 2022	SELL	$59.19 - $60.79 $43,918 - $45,106	-742 Reduced 1.42%	51,371 $3.04 Million
Q4 2021 Jan 21, 2022	SELL	$60.79 - $61.43 $181,701 - $183,614	-2,989 Reduced 5.42%	52,113 $3.17 Million
Q3 2021 Nov 15, 2021	BUY	$61.39 - $61.54 $3,130 - $3,138	51 Added 0.09%	55,102 $3.38 Million
Q2 2021 Jul 21, 2021	SELL	$61.41 - $61.64 $66,077 - $66,324	-1,076 Reduced 1.92%	55,051 $3.38 Million
Q1 2021 May 04, 2021	SELL	$61.49 - $61.63 $546,092 - $547,336	-8,881 Reduced 13.66%	56,127 $3.45 Million
Q4 2020 Feb 01, 2021	BUY	$61.6 - $62.06 $99,299 - $100,040	1,612 Added 2.54%	65,008 $4 Million
Q3 2020 Nov 03, 2020	BUY	$62.07 - $62.21 $182,982 - $183,395	2,948 Added 4.88%	63,396 $3.94 Million
Q2 2020 Jul 30, 2020	BUY	$62.08 - $62.28 $3.75 Million - $3.76 Million	60,448 New	60,448 $3.76 Million
Q1 2020 Apr 29, 2020	SELL	$60.83 - $62.34 $850,281 - $871,388	-13,978 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$60.69 - $61.1 $796,738 - $802,120	13,128 Added 1544.47%	13,978 $850,000
Q4 2019 Jan 27, 2020	SELL	$60.69 - $61.1 $674,447 - $679,004	-11,113 Reduced 92.89%	850 $850,000
Q3 2019 Oct 28, 2019	BUY	$60.71 - $60.94 $726,273 - $729,025	11,963 New	11,963 $729,000

Others Institutions Holding VGSH

# of Institutions

1,070

Shares Held

267M

Call Options Held

Put Options Held

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Institute For Wealth Management, Llc. Vanguard Transaction History