Institute For Wealth Management, Llc. Vanguard Health Care ETF Transaction History

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,963 shares of VHT stock, worth $715,860. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,963
Previous 6,711 55.85%
Holding current value
$715,860
Previous $1.78 Million 58.61%
% of portfolio
0.08%
Previous 0.23%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$236.71 - $261.92 $887,189 - $981,676
-3,748 Reduced 55.85%
2,963 $735,000
Q1 2025

Apr 21, 2025
BUY
$254.06 - $273.83 $967,206 - $1.04 Million
3,807 Added 131.1%
6,711 $1.78 Million
Q4 2024

Jan 23, 2025
SELL
$250.81 - $283.3 $856,014 - $966,902
-3,413 Reduced 54.03%
2,904 $736,000
Q3 2024

Nov 12, 2024
BUY
$261.88 - $288.1 $1,833 - $2,016
7 Added 0.11%
6,317 $1.78 Million
Q2 2024

Jul 25, 2024
BUY
$252.83 - $269.37 $77,871 - $82,965
308 Added 5.13%
6,310 $1.68 Million
Q1 2024

Apr 30, 2024
BUY
$253.63 - $270.54 $755,310 - $805,668
2,978 Added 98.48%
6,002 $1.62 Million
Q4 2023

Jan 31, 2024
SELL
$223.1 - $251.09 $688,486 - $774,863
-3,086 Reduced 50.51%
3,024 $758,000
Q3 2023

Oct 13, 2023
BUY
$235.1 - $250.77 $126,483 - $134,914
538 Added 9.66%
6,110 $1.44 Million
Q2 2023

Jul 25, 2023
BUY
$234.11 - $249.3 $554,606 - $590,591
2,369 Added 73.96%
5,572 $1.36 Million
Q1 2023

Apr 20, 2023
SELL
$228.23 - $249.0 $13,922 - $15,189
-61 Reduced 1.87%
3,203 $763,000
Q4 2022

Feb 02, 2023
SELL
$224.15 - $255.96 $27,346 - $31,227
-122 Reduced 3.6%
3,264 $809,000
Q3 2022

Oct 18, 2022
SELL
$223.7 - $250.44 $761,027 - $851,996
-3,402 Reduced 50.12%
3,386 $757,000
Q2 2022

Jul 25, 2022
BUY
$219.51 - $264.47 $75,730 - $91,242
345 Added 5.35%
6,788 $1.6 Million
Q1 2022

Apr 29, 2022
BUY
$235.27 - $264.71 $49,877 - $56,118
212 Added 3.4%
6,443 $1.64 Million
Q4 2021

Jan 21, 2022
SELL
$243.71 - $267.51 $60,683 - $66,609
-249 Reduced 3.84%
6,231 $1.66 Million
Q3 2021

Nov 15, 2021
BUY
$247.16 - $265.84 $38,062 - $40,939
154 Added 2.43%
6,480 $1.6 Million
Q2 2021

Jul 21, 2021
SELL
$227.95 - $247.57 $455 - $495
-2 Reduced 0.03%
6,326 $1.56 Million
Q1 2021

May 04, 2021
BUY
$218.21 - $236.79 $198,352 - $215,242
909 Added 16.77%
6,328 $1.45 Million
Q4 2020

Feb 01, 2021
SELL
$198.15 - $223.73 $54,094 - $61,078
-273 Reduced 4.8%
5,419 $1.21 Million
Q3 2020

Nov 03, 2020
SELL
$194.1 - $209.76 $379,271 - $409,871
-1,954 Reduced 25.56%
5,692 $1.16 Million
Q2 2020

Jul 30, 2020
SELL
$159.59 - $198.15 $81,231 - $100,858
-509 Reduced 6.24%
7,646 $1.47 Million
Q1 2020

Apr 29, 2020
SELL
$139.96 - $197.23 $23,933 - $33,726
-171 Reduced 2.05%
8,155 $1.35 Million
Q4 2019

Feb 27, 2020
BUY
$163.53 - $193.07 $1.1 Million - $1.3 Million
6,730 Added 421.68%
8,326 $1.6 Million
Q4 2019

Jan 27, 2020
SELL
$163.53 - $193.07 $475,218 - $561,061
-2,906 Reduced 64.55%
1,596 $1.6 Million
Q3 2019

Oct 28, 2019
SELL
$166.25 - $172.8 $446,381 - $463,968
-2,685 Reduced 37.36%
4,502 $755,000
Q2 2019

Aug 02, 2019
SELL
N/A
-2,927 Reduced 28.94%
7,187 $1.25 Million
Q1 2019

May 15, 2019
SELL
N/A
-4,013 Reduced 28.41%
10,114 $1.75 Million
Q4 2018

Feb 08, 2019
BUY
N/A
14,127 New
14,127 $2.27 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-6,859 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-11,521 Reduced 62.68%
6,859 $1.06 Million
Q4 2017

Feb 12, 2018
BUY
N/A
12,604 Added 218.21%
18,380 $2.91 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-5,714 Reduced 49.73%
5,776 $880,000
Q2 2017

Aug 14, 2017
BUY
N/A
11,490
11,490 $1.69 Million

Others Institutions Holding VHT

# of Institutions
1,157
Shares Held
23.1M
Call Options Held
30.3K
Put Options Held
16.5K
View Full List

About VANGUARD HEALTH CARE ETF

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