Institute For Wealth Management, Llc. Vanguard Total Stock Market Et Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 885 shares of VTI stock, worth $265,199. This represents 0.03% of its overall portfolio holdings.

Number of Shares
885
Holding current value
$265,199
% of portfolio
0.03%

Shares

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

Nov 12, 2024
BUY
$255.18 - $283.2 $225,834 - $250,632
885 New
885 $250,000
Q1 2024

Apr 30, 2024
SELL
$232.77 - $260.14 $25,604 - $28,615
-110 Reduced 6.92%
1,480 $384,000
Q4 2023

Jan 31, 2024
SELL
$203.12 - $238.25 $1,421 - $1,667
-7 Reduced 0.44%
1,590 $377,000
Q3 2023

Oct 13, 2023
SELL
$211.41 - $228.35 $1,268 - $1,370
-6 Reduced 0.37%
1,597 $339,000
Q2 2023

Jul 25, 2023
BUY
$200.75 - $220.28 $7,427 - $8,150
37 Added 2.36%
1,603 $353,000
Q1 2023

Apr 20, 2023
SELL
$189.85 - $210.01 $76,699 - $84,844
-404 Reduced 20.51%
1,566 $319,000
Q4 2022

Feb 02, 2023
SELL
$179.3 - $204.18 $8,427 - $9,596
-47 Reduced 2.33%
1,970 $376,000
Q3 2022

Oct 18, 2022
BUY
$179.47 - $216.24 $136,576 - $164,558
761 Added 60.59%
2,017 $362,000
Q2 2022

Jul 25, 2022
SELL
$183.02 - $230.52 $52,343 - $65,928
-286 Reduced 18.55%
1,256 $237,000
Q1 2022

Apr 29, 2022
SELL
$209.9 - $242.97 $59,821 - $69,246
-285 Reduced 15.6%
1,542 $351,000
Q3 2021

Nov 15, 2021
BUY
$219.23 - $234.37 $155,434 - $166,168
709 Added 63.42%
1,827 $406,000
Q2 2021

Jul 21, 2021
BUY
$209.28 - $222.82 $21,974 - $23,396
105 Added 10.37%
1,118 $249,000
Q1 2021

May 04, 2021
BUY
$191.87 - $208.85 $194,364 - $211,565
1,013 New
1,013 $209,000
Q1 2020

Apr 29, 2020
SELL
$111.91 - $172.17 $1.2 Million - $1.84 Million
-10,715 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$146.61 - $164.29 $1.31 Million - $1.47 Million
8,962 Added 511.24%
10,715 $1.75 Million
Q4 2019

Jan 27, 2020
SELL
$146.61 - $164.29 $5.87 Million - $6.57 Million
-40,014 Reduced 95.8%
1,753 $1.75 Million
Q3 2019

Oct 28, 2019
SELL
$150.3 - $153.62 $64,478 - $65,902
-429 Reduced 1.02%
41,767 $6.31 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-8,140 Reduced 16.17%
42,196 $6.33 Million
Q1 2019

May 15, 2019
BUY
N/A
50,336 New
50,336 $7.29 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-35,018 Closed
0 $0
Q3 2018

Oct 29, 2018
SELL
N/A
-6,982 Reduced 16.62%
35,018 $5.25 Million
Q2 2018

Aug 10, 2018
BUY
N/A
2,731 Added 6.95%
42,000 $5.9 Million
Q1 2018

May 15, 2018
BUY
N/A
18,962 Added 93.38%
39,269 $5.35 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-27,364 Reduced 57.4%
20,307 $2.81 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-9,628 Reduced 16.8%
47,671 $6.18 Million
Q2 2017

Aug 14, 2017
BUY
N/A
57,299
57,299 $7.13 Million

Others Institutions Holding VTI

# of Institutions
3,045
Shares Held
454M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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