Institute For Wealth Management, Llc. Vanguard Mid Cap Value Index F Transaction History

Institute For Wealth Management, Llc.

  • $766 Million
  • Q1 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,089 shares of VOE stock, worth $1.06 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,089
Previous 7,313 3.06%
Holding current value
$1.06 Million
Previous $1.06 Million 4.25%
% of portfolio
0.14%
Previous 0.17%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$141.07 - $155.91 $31,599 - $34,923
-224 Reduced 3.06%
7,089 $1.11 Million
Q4 2023

Jan 31, 2024
BUY
$124.27 - $145.8 $544,923 - $639,333
4,385 Added 149.76%
7,313 $1.06 Million
Q3 2023

Oct 13, 2023
BUY
$130.77 - $144.24 $114,816 - $126,642
878 Added 42.83%
2,928 $383,000
Q2 2023

Jul 25, 2023
BUY
$127.92 - $138.38 $29,421 - $31,827
230 Added 12.64%
2,050 $283,000
Q4 2022

Feb 02, 2023
SELL
$132.21 - $142.75 $21,418 - $23,125
-162 Reduced 8.17%
1,820 $246,000
Q3 2022

Oct 18, 2022
BUY
N/A
3 Added 0.15%
1,982 $241,000
Q2 2022

Jul 25, 2022
BUY
N/A
59 Added 3.07%
1,979 $256,000
Q3 2021

Nov 15, 2021
SELL
N/A
-200 Reduced 9.43%
1,920 $268,000
Q4 2020

Feb 01, 2021
BUY
N/A
2,120 New
2,120 $252,000
Q1 2020

Apr 29, 2020
SELL
N/A
-1,700 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
N/A
1,497 Added 737.44%
1,700 $203,000
Q4 2019

Jan 27, 2020
BUY
N/A
203 New
203 $203,000
Q3 2019

Oct 28, 2019
SELL
N/A
-1,975 Closed
0 $0
Q2 2019

Aug 02, 2019
BUY
N/A
25 Added 1.28%
1,975 $220,000
Q1 2019

May 15, 2019
BUY
N/A
1,950 New
1,950 $210,000

Others Institutions Holding VOE

# of Institutions
1,027
Shares Held
65.7M
Call Options Held
40.7K
Put Options Held
1.3K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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