Institute For Wealth Management, Llc. Vanguard Ftse Pacific ETF Ftse Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Ftse Pacific ETF Ftse stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,945 shares of VPL stock, worth $588,645. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,945
Previous 8,122 2.18%
Holding current value
$588,645
Previous $602,000 3.32%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 12, 2024
SELL
$69.61 - $79.56 $12,320 - $14,082
-177 Reduced 2.18%
7,945 $622,000
Q2 2024

Jul 25, 2024
SELL
$71.43 - $75.61 $84,573 - $89,522
-1,184 Reduced 12.72%
8,122 $602,000
Q1 2024

Apr 30, 2024
SELL
$70.03 - $76.38 $97,411 - $106,244
-1,391 Reduced 13.0%
9,306 $707,000
Q4 2023

Jan 31, 2024
BUY
$63.66 - $72.07 $15,278 - $17,296
240 Added 2.3%
10,697 $770,000
Q3 2023

Oct 13, 2023
SELL
$66.88 - $72.29 $22,939 - $24,795
-343 Reduced 3.18%
10,457 $699,000
Q2 2023

Jul 25, 2023
SELL
$67.39 - $72.43 $81,946 - $88,074
-1,216 Reduced 10.12%
10,800 $752,000
Q1 2023

Apr 20, 2023
SELL
$63.89 - $70.24 $103,821 - $114,139
-1,625 Reduced 11.91%
12,016 $814,000
Q4 2022

Feb 02, 2023
SELL
$57.0 - $67.11 $65,151 - $76,706
-1,143 Reduced 7.73%
13,641 $877,000
Q3 2022

Oct 18, 2022
SELL
$57.44 - $68.01 $49,111 - $58,148
-855 Reduced 5.47%
14,784 $849,000
Q2 2022

Jul 25, 2022
SELL
$62.54 - $75.23 $72,171 - $86,815
-1,154 Reduced 6.87%
15,639 $993,000
Q1 2022

Apr 29, 2022
SELL
$69.67 - $79.21 $26,404 - $30,020
-379 Reduced 2.21%
16,793 $1.24 Million
Q4 2021

Jan 21, 2022
SELL
$76.94 - $81.97 $84,557 - $90,085
-1,099 Reduced 6.01%
17,172 $1.34 Million
Q3 2021

Nov 15, 2021
SELL
$79.92 - $85.66 $19,820 - $21,243
-248 Reduced 1.34%
18,271 $1.48 Million
Q2 2021

Jul 21, 2021
SELL
$80.08 - $84.63 $16,976 - $17,941
-212 Reduced 1.13%
18,519 $1.52 Million
Q1 2021

May 04, 2021
SELL
$79.24 - $84.48 $167,196 - $178,252
-2,110 Reduced 10.12%
18,731 $1.53 Million
Q4 2020

Feb 01, 2021
SELL
$67.3 - $79.59 $23,083 - $27,299
-343 Reduced 1.62%
20,841 $1.66 Million
Q3 2020

Nov 03, 2020
SELL
$63.77 - $69.44 $27,867 - $30,345
-437 Reduced 2.02%
21,184 $1.44 Million
Q2 2020

Jul 30, 2020
SELL
$52.49 - $66.86 $295,833 - $376,822
-5,636 Reduced 20.68%
21,621 $1.38 Million
Q1 2020

Apr 29, 2020
BUY
$48.55 - $70.86 $75,543 - $110,258
1,556 Added 6.05%
27,257 $1.5 Million
Q4 2019

Feb 27, 2020
BUY
$64.79 - $70.95 $1.55 Million - $1.7 Million
23,913 Added 1337.42%
25,701 $1.79 Million
Q4 2019

Jan 27, 2020
BUY
$64.79 - $70.95 $115,844 - $126,858
1,788 New
1,788 $1.79 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-39,300 Closed
0 $0
Q3 2018

Oct 29, 2018
SELL
N/A
-900 Reduced 2.24%
39,300 $2.8 Million
Q2 2018

Aug 10, 2018
BUY
N/A
9,529 Added 31.07%
40,200 $2.82 Million
Q1 2018

May 15, 2018
SELL
N/A
-20,599 Reduced 40.18%
30,671 $2.25 Million
Q4 2017

Feb 12, 2018
BUY
N/A
28,607 Added 126.23%
51,270 $3.78 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-4,869 Reduced 17.68%
22,663 $1.55 Million
Q2 2017

Aug 14, 2017
BUY
N/A
27,532
27,532 $1.81 Million

Others Institutions Holding VPL

# of Institutions
377
Shares Held
57.7M
Call Options Held
30.4K
Put Options Held
9.6K
View Full List

About VANGUARD FTSE PACIFIC ETF FTSE

VPL Quotes by TradingView
  • Ticker VPL
  • Sector ETFs
  • Industry Closed-End Fund - Foreign
More about VPL
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email