Institute For Wealth Management, Llc. Vanguard Utilities ETF Transaction History

Institute For Wealth Management, Llc.

$737 Million
Q2 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,010 shares of VPU stock, worth $702,832. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,010

Holding current value

$702,832

% of portfolio

0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$136.04 - $157.94 $545,520 - $633,339	4,010 New	4,010 $593,000
Q2 2023 Jul 25, 2023	BUY	$140.07 - $152.05 $215,987 - $234,461	1,542 Added 94.54%	3,173 $451,000
Q1 2023 Apr 20, 2023	SELL	$139.89 - $156.95 $297,685 - $333,989	-2,128 Reduced 56.61%	1,631 $240,000
Q4 2022 Feb 02, 2023	SELL	$134.2 - $158.16 $38,783 - $45,708	-289 Reduced 7.14%	3,759 $576,000
Q3 2022 Oct 18, 2022	SELL	$142.26 - $169.41 $107,548 - $128,073	-756 Reduced 15.74%	4,048 $576,000
Q2 2022 Jul 25, 2022	SELL	$141.44 - $166.95 $27,439 - $32,388	-194 Reduced 3.88%	4,804 $732,000
Q1 2022 Apr 29, 2022	BUY	$141.64 - $162.04 $59,630 - $68,218	421 Added 9.2%	4,998 $809,000
Q4 2021 Jan 21, 2022	SELL	$139.21 - $156.4 $27,006 - $30,341	-194 Reduced 4.07%	4,577 $716,000
Q3 2021 Nov 15, 2021	BUY	$139.14 - $152.64 $120,077 - $131,728	863 Added 22.08%	4,771 $664,000
Q2 2021 Jul 21, 2021	BUY	$138.76 - $148.08 $542,274 - $578,696	3,908 New	3,908 $542,000
Q4 2020 Feb 01, 2021	SELL	$130.28 - $145.52 $639,414 - $714,212	-4,908 Closed	0 $0
Q3 2020 Nov 03, 2020	SELL	$124.0 - $134.49 $24,304 - $26,360	-196 Reduced 3.84%	4,908 $634,000
Q2 2020 Jul 30, 2020	SELL	$113.96 - $138.05 $49,116 - $59,499	-431 Reduced 7.79%	5,104 $631,000
Q1 2020 Apr 29, 2020	SELL	$98.62 - $156.1 $89,349 - $141,426	-906 Reduced 14.07%	5,535 $675,000
Q4 2019 Feb 27, 2020	BUY	$136.01 - $143.77 $750,911 - $793,754	5,521 Added 600.11%	6,441 $920,000
Q4 2019 Jan 27, 2020	SELL	$136.01 - $143.77 $779,337 - $823,802	-5,730 Reduced 86.17%	920 $920,000
Q3 2019 Oct 28, 2019	SELL	$138.86 - $144.54 $306,602 - $319,144	-2,208 Reduced 24.93%	6,650 $955,000
Q2 2019 Aug 02, 2019	BUY	N/A	1,496 Added 20.32%	8,858 $1.18 Million
Q1 2019 May 15, 2019	SELL	N/A	-5,853 Reduced 44.29%	7,362 $958,000
Q4 2018 Feb 08, 2019	BUY	N/A	13,215 New	13,215 $1.56 Million
Q1 2018 May 15, 2018	SELL	N/A	-7,944 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	N/A	549 Added 7.42%	7,944 $926,000
Q3 2017 Nov 14, 2017	SELL	N/A	-1,476 Reduced 16.64%	7,395 $864,000
Q2 2017 Aug 14, 2017	BUY	N/A	8,871	8,871 $1.02 Million

Others Institutions Holding VPU

# of Institutions

547

Shares Held

12.6M

Call Options Held

37.4K

Put Options Held

9.9K

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About VANGUARD UTILITIES ETF

Ticker VPU
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Institute For Wealth Management, Llc. Vanguard Utilities ETF Transaction History