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

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

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 3,156 shares of VGT stock, worth $1.95 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,156

Previous 3,192 1.13%

Holding current value

$1.95 Million

Previous $1.87 Million 4.81%

% of portfolio

0.25%

Previous 0.24%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,763

Shares Held

50.2M

Call Options Held

856K

Put Options Held

237K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
Sector ETFs
Industry ETFs

More about VGT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

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