Institute For Wealth Management, Llc. Vanguard Index Fds S&P 500 ETF Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,503 shares of VOO stock, worth $823,644. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,503

Previous 1,829 17.82%

Holding current value

$823,644

Previous $985,000 21.62%

% of portfolio

0.1%

Previous 0.13%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$507.05 - $563.67 $165,298 - $183,756	-326 Reduced 17.82%	1,503 $772,000
Q4 2024 Jan 23, 2025	BUY	$521.84 - $558.82 $4,696 - $5,029	9 Added 0.49%	1,829 $985,000
Q3 2024 Nov 12, 2024	SELL	$475.2 - $527.7 $63,201 - $70,184	-133 Reduced 6.81%	1,820 $960,000
Q2 2024 Jul 25, 2024	BUY	$455.1 - $504.28 $121,511 - $134,642	267 Added 15.84%	1,953 $976,000
Q1 2024 Apr 30, 2024	SELL	$429.43 - $481.35 $190,666 - $213,719	-444 Reduced 20.85%	1,686 $810,000
Q4 2023 Jan 31, 2024	SELL	$377.32 - $438.19 $24,525 - $28,482	-65 Reduced 2.96%	2,130 $930,000
Q3 2023 Oct 13, 2023	SELL	$392.7 - $420.68 $64,010 - $68,570	-163 Reduced 6.91%	2,195 $861,000
Q2 2023 Jul 25, 2023	BUY	$371.44 - $407.28 $111,060 - $121,776	299 Added 14.52%	2,358 $960,000
Q1 2023 Apr 20, 2023	SELL	$348.66 - $382.94 $20,222 - $22,210	-58 Reduced 2.74%	2,059 $774,000
Q4 2022 Feb 02, 2023	SELL	$327.64 - $374.54 $1,965 - $2,247	-6 Reduced 0.28%	2,117 $743,000
Q3 2022 Oct 18, 2022	BUY	$328.3 - $395.04 $17,071 - $20,542	52 Added 2.51%	2,123 $697,000
Q2 2022 Jul 25, 2022	SELL	$337.07 - $419.85 $2.43 Million - $3.02 Million	-7,201 Reduced 77.66%	2,071 $718,000
Q1 2022 Apr 29, 2022	BUY	$382.7 - $439.25 $2.77 Million - $3.18 Million	7,232 Added 354.51%	9,272 $3.85 Million
Q4 2021 Jan 21, 2022	SELL	$394.21 - $439.01 $188,432 - $209,846	-478 Reduced 18.98%	2,040 $891,000
Q3 2021 Nov 15, 2021	SELL	$390.68 - $416.73 $3.55 Million - $3.79 Million	-9,092 Reduced 78.31%	2,518 $993,000
Q2 2021 Jul 21, 2021	SELL	$368.16 - $394.32 $86,885 - $93,059	-236 Reduced 1.99%	11,610 $4.57 Million
Q1 2021 May 04, 2021	BUY	$339.03 - $365.24 $188,161 - $202,708	555 Added 4.92%	11,846 $4.32 Million
Q4 2020 Feb 01, 2021	SELL	$299.82 - $343.69 $91,744 - $105,169	-306 Reduced 2.64%	11,291 $3.88 Million
Q3 2020 Nov 03, 2020	SELL	$285.37 - $328.74 $324,751 - $374,106	-1,138 Reduced 8.94%	11,597 $3.57 Million
Q2 2020 Jul 30, 2020	SELL	$226.15 - $297.17 $554,293 - $728,363	-2,451 Reduced 16.14%	12,735 $3.61 Million
Q1 2020 Apr 29, 2020	SELL	$204.27 - $310.92 $1.27 Million - $1.93 Million	-6,194 Reduced 28.97%	15,186 $3.6 Million
Q4 2019 Feb 27, 2020	BUY	$264.57 - $296.67 $3.98 Million - $4.47 Million	15,056 Added 238.08%	21,380 $6.32 Million
Q4 2019 Jan 27, 2020	SELL	$264.57 - $296.67 $4.32 Million - $4.85 Million	-16,335 Reduced 72.09%	6,324 $6.32 Million
Q3 2019 Oct 28, 2019	SELL	$260.57 - $277.38 $2.11 Million - $2.25 Million	-8,102 Reduced 26.34%	22,659 $6.18 Million
Q2 2019 Aug 02, 2019	SELL	$252.12 - $271.73 $3.93 Million - $4.24 Million	-15,588 Reduced 33.63%	30,761 $8.28 Million
Q1 2019 May 15, 2019	BUY	$224.5 - $261.43 $10.4 Million - $12.1 Million	46,349 New	46,349 $12 Million
Q4 2018 Feb 08, 2019	SELL	$215.07 - $268.24 $9.15 Million - $11.4 Million	-42,544 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	$248.79 - $269.75 $4.82 Million - $5.23 Million	-19,370 Reduced 31.29%	42,544 $11.3 Million
Q2 2018 Aug 10, 2018	BUY	$236.48 - $256.33 $285,194 - $309,133	1,206 Added 1.99%	61,914 $15.5 Million
Q1 2018 May 15, 2018	SELL	$236.79 - $263.36 $4.71 Million - $5.24 Million	-19,886 Reduced 24.67%	60,708 $14.7 Million
Q4 2017 Feb 12, 2018	BUY	$231.73 - $247.65 $6.52 Million - $6.97 Million	28,147 Added 53.67%	80,594 $20.4 Million
Q3 2017 Nov 14, 2017	BUY	$228.78 - $230.76 $2.01 Million - $2.03 Million	8,798 Added 20.16%	52,447 $12.1 Million
Q2 2017 Aug 14, 2017	BUY	N/A	43,649	43,649 $9.69 Million

Others Institutions Holding VOO

# of Institutions

3,639

Shares Held

526M

Call Options Held

2.1M

Put Options Held

1.61M

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About VANGUARD INDEX FDS S&P 500 ETF

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Institute For Wealth Management, Llc. Vanguard Index Fds S&P 500 ETF Transaction History