Institute For Wealth Management, Llc. Vanguard Russell 1000 Value Et Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Russell 1000 Value Et stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,722 shares of VONV stock, worth $714,331. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,722
Previous 5,890 48.08%
Holding current value
$714,331
Previous $450,000 61.33%
% of portfolio
0.09%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$76.07 - $83.33 $215,430 - $235,990
2,832 Added 48.08%
8,722 $726,000
Q1 2024

Apr 30, 2024
SELL
$71.01 - $78.64 $44,026 - $48,756
-620 Reduced 9.52%
5,890 $463,000
Q4 2023

Jan 31, 2024
BUY
$63.06 - $72.78 $208,350 - $240,465
3,304 Added 103.06%
6,510 $472,000
Q3 2023

Oct 13, 2023
BUY
$66.58 - $71.74 $9,654 - $10,402
145 Added 4.74%
3,206 $213,000
Q2 2023

Jul 25, 2023
BUY
$65.19 - $69.21 $199,546 - $211,851
3,061 New
3,061 $211,000

Others Institutions Holding VONV

# of Institutions
419
Shares Held
72.9M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD RUSSELL 1000 VALUE ET

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