Institute For Wealth Management, Llc. Vanguard Intl Eqty Ftse All Wo Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Intl Eqty Ftse All Wo stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,097 shares of VSS stock, worth $360,366. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,097

Previous 3,091 0.19%

Holding current value

$360,366

Previous $389,000 9.0%

% of portfolio

0.04%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$114.08 - $125.68 $684 - $754	6 Added 0.19%	3,097 $354,000
Q3 2024 Nov 12, 2024	BUY	$112.99 - $126.45 $349,252 - $390,856	3,091 New	3,091 $389,000
Q1 2020 Apr 29, 2020	SELL	$67.64 - $112.37 $46,536 - $77,310	-688 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$100.01 - $111.61 $68,806 - $76,787	688 New	688 $76,000
Q3 2018 Oct 29, 2018	SELL	N/A	-13,736 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	N/A	5,394 Added 64.66%	13,736 $1.59 Million
Q1 2018 May 15, 2018	SELL	N/A	-5,080 Reduced 37.85%	8,342 $993,000
Q4 2017 Feb 12, 2018	BUY	N/A	8,052 Added 149.94%	13,422 $1.61 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-1,399 Reduced 20.67%	5,370 $617,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,769	6,769 $732,000

Others Institutions Holding VSS

# of Institutions

674

Shares Held

71M

Call Options Held

100

Put Options Held

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About VANGUARD INTL EQTY FTSE ALL-WO

Ticker VSS
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Institute For Wealth Management, Llc. Vanguard Intl Eqty Ftse All Wo Transaction History