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

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

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 2,032 shares of VIS stock, worth $584,911. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,032

Previous 2,843 28.53%

Holding current value

$584,911

Previous $703,000 19.06%

% of portfolio

0.07%

Previous 0.09%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$220.04 - $280.07 $178,452 - $227,136	-811 Reduced 28.53%	2,032 $569,000
Q1 2025 Apr 21, 2025	BUY	$243.63 - $273.99 $109,146 - $122,747	448 Added 18.71%	2,843 $703,000
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

568

Shares Held

12.2M

Call Options Held

6.2K

Put Options Held

3.4K

View Full List

About VANGUARD INDUSTRIAL ETF

Ticker VIS
Sector ETFs
Industry ETFs

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