Institute For Wealth Management, Llc. Vanguard Mid Cap Growth Index 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 Growth Index stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,681 shares of VOT stock, worth $405,860. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,681

Previous 1,680 0.06%

Holding current value

$405,860

Previous $409,000 4.16%

% of portfolio

0.05%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$241.48 - $274.89 $241 - $274	1 Added 0.06%	1,681 $426,000
Q2 2024 Jul 25, 2024	BUY	$218.75 - $234.97 $47,468 - $50,988	217 Added 14.83%	1,680 $385,000
Q4 2023 Jan 31, 2024	SELL	$180.9 - $221.2 $37,989 - $46,452	-210 Reduced 12.55%	1,463 $321,000
Q3 2023 Oct 13, 2023	BUY	$191.65 - $213.93 $131,663 - $146,969	687 Added 69.68%	1,673 $325,000
Q2 2023 Jul 25, 2023	BUY	$186.22 - $205.77 $183,612 - $202,889	986 New	986 $202,000
Q2 2022 Jul 25, 2022	SELL	$167.96 - $227.2 $197,856 - $267,641	-1,178 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$199.76 - $251.37 $40,751 - $51,279	-204 Reduced 14.76%	1,178 $262,000
Q4 2021 Jan 21, 2022	SELL	$234.3 - $265.79 $57,872 - $65,650	-247 Reduced 15.16%	1,382 $352,000
Q3 2021 Nov 15, 2021	SELL	$230.42 - $251.05 $92,168 - $100,420	-400 Reduced 19.71%	1,629 $385,000
Q4 2020 Feb 01, 2021	SELL	$178.76 - $215.29 $48,086 - $57,913	-269 Reduced 11.71%	2,029 $430,000
Q3 2020 Nov 03, 2020	SELL	$166.29 - $188.98 $129,706 - $147,404	-780 Reduced 25.34%	2,298 $414,000
Q2 2020 Jul 30, 2020	SELL	$120.77 - $169.89 $34,902 - $49,098	-289 Reduced 8.58%	3,078 $508,000
Q1 2020 Apr 29, 2020	SELL	$108.51 - $170.49 $2.39 Million - $3.75 Million	-22,017 Reduced 86.74%	3,367 $427,000
Q4 2019 Feb 27, 2020	BUY	$144.1 - $159.03 $3.08 Million - $3.4 Million	21,354 Added 529.88%	25,384 $4.03 Million
Q4 2019 Jan 27, 2020	SELL	$144.1 - $159.03 $2.6 Million - $2.86 Million	-18,009 Reduced 81.71%	4,030 $4.03 Million
Q3 2019 Oct 28, 2019	BUY	$147.12 - $150.91 $2.95 Million - $3.02 Million	20,045 Added 1005.27%	22,039 $3.26 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-233 Reduced 10.46%	1,994 $298,000
Q1 2019 May 15, 2019	BUY	N/A	2,227 New	2,227 $318,000
Q4 2018 Feb 08, 2019	SELL	N/A	-14,677 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	N/A	-7,585 Reduced 34.07%	14,677 $2.08 Million
Q2 2018 Aug 10, 2018	BUY	N/A	7,502 Added 50.83%	22,262 $3 Million
Q1 2018 May 15, 2018	SELL	N/A	-10,025 Reduced 40.45%	14,760 $1.9 Million
Q4 2017 Feb 12, 2018	BUY	N/A	14,865 Added 149.85%	24,785 $3.19 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-2,597 Reduced 20.75%	9,920 $1.21 Million
Q2 2017 Aug 14, 2017	BUY	N/A	12,517	12,517 $1.47 Million

Others Institutions Holding VOT

# of Institutions

1,057

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

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About VANGUARD MID-CAP GROWTH INDEX

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