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

Institute For Wealth Management, Llc.

$788 Million
Q4 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 8,513 shares of VOE stock, worth $1.41 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

8,513

Previous 8,681 1.94%

Holding current value

$1.41 Million

Previous $1.46 Million 5.36%

% of portfolio

0.17%

Previous 0.19%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$160.89 - $176.18 $27,029 - $29,598	-168 Reduced 1.94%	8,513 $1.38 Million
Q3 2024 Nov 12, 2024	BUY	$149.02 - $167.67 $237,090 - $266,762	1,591 Added 22.44%	8,681 $1.46 Million
Q2 2024 Jul 25, 2024	BUY	$146.82 - $155.77 $146 - $155	1 Added 0.01%	7,090 $1.07 Million
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	$122.51 - $142.75 $19,846 - $23,125	-162 Reduced 8.17%	1,820 $246,000
Q3 2022 Oct 18, 2022	BUY	$121.77 - $145.8 $365 - $437	3 Added 0.15%	1,982 $241,000
Q2 2022 Jul 25, 2022	BUY	$126.2 - $153.17 $7,445 - $9,037	59 Added 3.07%	1,979 $256,000
Q3 2021 Nov 15, 2021	SELL	$135.17 - $146.62 $27,033 - $29,324	-200 Reduced 9.43%	1,920 $268,000
Q4 2020 Feb 01, 2021	BUY	$100.82 - $119.56 $213,738 - $253,467	2,120 New	2,120 $252,000
Q1 2020 Apr 29, 2020	SELL	$68.69 - $121.9 $116,773 - $207,230	-1,700 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$108.67 - $119.8 $162,678 - $179,340	1,497 Added 737.44%	1,700 $203,000
Q4 2019 Jan 27, 2020	BUY	$108.67 - $119.8 $22,060 - $24,319	203 New	203 $203,000
Q3 2019 Oct 28, 2019	SELL	$112.16 - $114.13 $221,516 - $225,406	-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

1,124

Shares Held

68.8M

Call Options Held

31K

Put Options Held

1.8K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

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