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

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,395 shares of VIS stock, worth $635,561. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,395
Previous 2,374 0.88%
Holding current value
$635,561
Previous $617,000 1.3%
% of portfolio
0.08%
Previous 0.08%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$254.39 - $279.7 $5,342 - $5,873
21 Added 0.88%
2,395 $609,000
Q3 2024

Nov 12, 2024
BUY
$232.12 - $260.07 $232 - $260
1 Added 0.04%
2,374 $617,000
Q2 2024

Jul 25, 2024
SELL
$232.2 - $244.04 $3,250 - $3,416
-14 Reduced 0.59%
2,373 $558,000
Q1 2024

Apr 30, 2024
SELL
$212.18 - $244.15 $10,821 - $12,451
-51 Reduced 2.09%
2,387 $582,000
Q4 2023

Jan 31, 2024
SELL
$183.76 - $221.15 $53,106 - $63,912
-289 Reduced 10.6%
2,438 $537,000
Q3 2023

Oct 13, 2023
BUY
$193.82 - $212.6 $8,140 - $8,929
42 Added 1.56%
2,727 $531,000
Q2 2023

Jul 25, 2023
BUY
$182.94 - $205.53 $4,390 - $4,932
24 Added 0.9%
2,685 $551,000
Q1 2023

Apr 20, 2023
SELL
$181.58 - $196.87 $7,263 - $7,874
-40 Reduced 1.48%
2,661 $506,000
Q4 2022

Feb 02, 2023
SELL
$160.22 - $191.74 $38,292 - $45,825
-239 Reduced 8.13%
2,701 $493,000
Q3 2022

Oct 18, 2022
BUY
$157.54 - $190.84 $463,167 - $561,069
2,940 New
2,940 $463,000
Q4 2021

Jan 21, 2022
SELL
$189.71 - $207.5 $532,515 - $582,452
-2,807 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$187.89 - $201.13 $15,970 - $17,096
85 Added 3.12%
2,807 $527,000
Q2 2021

Jul 21, 2021
SELL
$190.53 - $201.98 $26,293 - $27,873
-138 Reduced 4.83%
2,722 $535,000
Q1 2021

May 04, 2021
SELL
$164.98 - $189.86 $122,745 - $141,255
-744 Reduced 20.64%
2,860 $541,000
Q4 2020

Feb 01, 2021
BUY
$141.72 - $170.63 $28,202 - $33,955
199 Added 5.84%
3,604 $613,000
Q3 2020

Nov 03, 2020
SELL
$126.86 - $150.7 $212,363 - $252,271
-1,674 Reduced 32.96%
3,405 $493,000
Q2 2020

Jul 30, 2020
BUY
$104.23 - $144.02 $141,752 - $195,867
1,360 Added 36.57%
5,079 $660,000
Q1 2020

Apr 29, 2020
SELL
$91.89 - $160.43 $160,164 - $279,629
-1,743 Reduced 31.91%
3,719 $410,000
Q4 2019

Feb 27, 2020
BUY
$139.34 - $155.5 $643,890 - $718,565
4,621 Added 549.46%
5,462 $841,000
Q4 2019

Jan 27, 2020
BUY
$139.34 - $155.5 $117,184 - $130,775
841 New
841 $841,000
Q3 2019

Oct 28, 2019
SELL
$145.65 - $149.32 $1.18 Million - $1.21 Million
-8,093 Closed
0 $0
Q2 2019

Aug 02, 2019
BUY
N/A
1,684 Added 26.28%
8,093 $1.18 Million
Q1 2019

May 15, 2019
BUY
N/A
4,629 Added 260.06%
6,409 $901,000
Q4 2018

Feb 08, 2019
BUY
N/A
1,780 New
1,780 $214,000
Q3 2018

Oct 29, 2018
SELL
N/A
-10,844 Closed
0 $0
Q2 2018

Aug 10, 2018
BUY
N/A
864 Added 8.66%
10,844 $1.48 Million
Q1 2018

May 15, 2018
BUY
N/A
3,231 Added 47.87%
9,980 $1.36 Million
Q4 2017

Feb 12, 2018
BUY
N/A
494 Added 7.9%
6,749 $961,000
Q3 2017

Nov 14, 2017
SELL
N/A
-1,550 Reduced 19.86%
6,255 $840,000
Q2 2017

Aug 14, 2017
BUY
N/A
7,805
7,805 $1 Million

Others Institutions Holding VIS

# of Institutions
511
Shares Held
12.8M
Call Options Held
2.4K
Put Options Held
0
View Full List

About VANGUARD INDUSTRIAL ETF

VIS Quotes by TradingView
  • Ticker VIS
  • Sector ETFs
  • Industry ETFs
More about VIS
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email