Institute For Wealth Management, Llc. Vanguard Information Technolog Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Information Technolog stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,417 shares of VGT stock, worth $3.34 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
4,417
Previous 4,074 8.42%
Holding current value
$3.34 Million
Previous $2.7 Million 22.02%
% of portfolio
0.35%
Previous 0.31%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$656.44 - $753.15 $225,158 - $258,330
343 Added 8.42%
4,417 $3.3 Million
Q2 2025

Jul 18, 2025
BUY
$470.37 - $663.28 $738,480 - $1.04 Million
1,570 Added 62.7%
4,074 $2.7 Million
Q1 2025

Apr 21, 2025
SELL
$542.38 - $646.34 $353,631 - $421,413
-652 Reduced 20.66%
2,504 $1.36 Million
Q4 2024

Jan 23, 2025
SELL
$571.78 - $647.97 $20,584 - $23,326
-36 Reduced 1.13%
3,156 $1.96 Million
Q3 2024

Nov 12, 2024
BUY
$514.43 - $606.85 $50,414 - $59,471
98 Added 3.17%
3,192 $1.87 Million
Q2 2024

Jul 25, 2024
BUY
$479.9 - $588.82 $141,570 - $173,701
295 Added 10.54%
3,094 $1.78 Million
Q1 2024

Apr 30, 2024
BUY
$462.18 - $530.16 $25,419 - $29,158
55 Added 2.0%
2,799 $1.47 Million
Q4 2023

Jan 31, 2024
SELL
$399.56 - $486.79 $75,516 - $92,003
-189 Reduced 6.44%
2,744 $1.33 Million
Q3 2023

Oct 13, 2023
SELL
$409.4 - $459.58 $191,599 - $215,083
-468 Reduced 13.76%
2,933 $1.22 Million
Q2 2023

Jul 25, 2023
SELL
$368.4 - $443.39 $7,368 - $8,867
-20 Reduced 0.58%
3,401 $1.5 Million
Q1 2023

Apr 20, 2023
SELL
$311.14 - $385.47 $2,489 - $3,083
-8 Reduced 0.23%
3,421 $1.32 Million
Q4 2022

Feb 02, 2023
SELL
$300.84 - $349.17 $33,994 - $39,456
-113 Reduced 3.19%
3,429 $1.1 Million
Q3 2022

Oct 18, 2022
BUY
$307.37 - $391.03 $381,138 - $484,877
1,240 Added 53.87%
3,542 $1.09 Million
Q2 2022

Jul 25, 2022
SELL
$315.97 - $423.43 $411,076 - $550,882
-1,301 Reduced 36.11%
2,302 $752,000
Q1 2022

Apr 29, 2022
BUY
$366.81 - $462.0 $56,488 - $71,148
154 Added 4.47%
3,603 $1.5 Million
Q4 2021

Jan 21, 2022
SELL
$396.99 - $466.1 $97,659 - $114,660
-246 Reduced 6.66%
3,449 $1.58 Million
Q3 2021

Nov 15, 2021
SELL
$397.41 - $429.35 $30,997 - $33,489
-78 Reduced 2.07%
3,695 $1.48 Million
Q2 2021

Jul 21, 2021
BUY
$351.88 - $400.08 $351 - $400
1 Added 0.03%
3,773 $1.51 Million
Q1 2021

May 04, 2021
BUY
$339.41 - $380.61 $265,079 - $297,256
781 Added 26.11%
3,772 $1.35 Million
Q4 2020

Feb 01, 2021
BUY
$297.99 - $355.36 $50,658 - $60,411
170 Added 6.03%
2,991 $1.06 Million
Q3 2020

Nov 03, 2020
SELL
$279.37 - $338.36 $90,236 - $109,290
-323 Reduced 10.27%
2,821 $879,000
Q2 2020

Jul 30, 2020
SELL
$201.88 - $278.76 $106,390 - $146,906
-527 Reduced 14.36%
3,144 $876,000
Q1 2020

Apr 29, 2020
SELL
$185.49 - $273.21 $121,866 - $179,498
-657 Reduced 15.18%
3,671 $778,000
Q4 2019

Feb 27, 2020
BUY
$209.61 - $245.73 $685,005 - $803,045
3,268 Added 308.3%
4,328 $1.06 Million
Q4 2019

Jan 27, 2020
SELL
$209.61 - $245.73 $675,992 - $792,479
-3,225 Reduced 75.26%
1,060 $1.06 Million
Q3 2019

Oct 28, 2019
SELL
$213.22 - $219.09 $379,318 - $389,761
-1,779 Reduced 29.34%
4,285 $924,000
Q2 2019

Aug 02, 2019
BUY
N/A
1,301 Added 27.31%
6,064 $1.28 Million
Q1 2019

May 15, 2019
BUY
N/A
3,438 Added 259.47%
4,763 $962,000
Q4 2018

Feb 08, 2019
BUY
N/A
1,325 New
1,325 $221,000
Q2 2018

Aug 10, 2018
SELL
N/A
-8,658 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
2,407 Added 38.51%
8,658 $1.48 Million
Q4 2017

Feb 12, 2018
BUY
N/A
318 Added 5.36%
6,251 $1.03 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-2,018 Reduced 25.38%
5,933 $902,000
Q2 2017

Aug 14, 2017
BUY
N/A
7,951
7,951 $1.12 Million

Others Institutions Holding VGT

# of Institutions
2,068
Shares Held
55M
Call Options Held
613K
Put Options Held
332K
View Full List

About VANGUARD INFORMATION TECHNOLOG

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