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

Institute For Wealth Management, Llc.

  • $766 Million
  • Q1 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,927 shares of VTV stock, worth $629,694. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,927
Previous 4,282 8.29%
Holding current value
$629,694
Previous $640,000 0.16%
% of portfolio
0.08%
Previous 0.11%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$147.46 - $162.86 $52,348 - $57,815
-355 Reduced 8.29%
3,927 $639,000
Q4 2023

Jan 31, 2024
SELL
$131.82 - $149.95 $16,741 - $19,043
-127 Reduced 2.88%
4,282 $640,000
Q3 2023

Oct 13, 2023
SELL
$137.93 - $147.18 $27,034 - $28,847
-196 Reduced 4.26%
4,409 $608,000
Q2 2023

Jul 25, 2023
BUY
$134.74 - $142.42 $538 - $569
4 Added 0.09%
4,605 $654,000
Q1 2023

Apr 20, 2023
BUY
$132.13 - $144.96 $32,371 - $35,515
245 Added 5.62%
4,601 $635,000
Q4 2022

Feb 02, 2023
SELL
$136.96 - $146.24 $547 - $584
-4 Reduced 0.09%
4,356 $611,000
Q3 2022

Oct 18, 2022
BUY
N/A
3 Added 0.07%
4,360 $538,000
Q2 2022

Jul 25, 2022
BUY
N/A
397 Added 10.03%
4,357 $575,000
Q1 2022

Apr 29, 2022
SELL
N/A
-12 Reduced 0.3%
3,960 $585,000
Q4 2021

Jan 21, 2022
SELL
N/A
-4,519 Reduced 53.22%
3,972 $584,000
Q3 2021

Nov 15, 2021
SELL
N/A
-111 Reduced 1.29%
8,491 $1.15 Million
Q2 2021

Jul 21, 2021
BUY
N/A
1,068 Added 14.18%
8,602 $1.18 Million
Q1 2021

May 04, 2021
BUY
N/A
2,990 Added 65.8%
7,534 $990,000
Q4 2020

Feb 01, 2021
BUY
N/A
1,833 Added 67.61%
4,544 $541,000
Q3 2020

Nov 03, 2020
BUY
N/A
373 Added 15.95%
2,711 $283,000
Q2 2020

Jul 30, 2020
SELL
N/A
-20 Reduced 0.85%
2,338 $233,000
Q1 2020

Apr 29, 2020
SELL
N/A
-300 Reduced 11.29%
2,358 $210,000
Q4 2019

Feb 27, 2020
BUY
N/A
2,339 Added 733.23%
2,658 $319,000
Q4 2019

Jan 27, 2020
SELL
N/A
-2,405 Reduced 88.29%
319 $319,000
Q3 2019

Oct 28, 2019
SELL
N/A
-1,496 Reduced 35.45%
2,724 $304,000
Q2 2019

Aug 02, 2019
BUY
N/A
317 Added 8.12%
4,220 $468,000
Q1 2019

May 15, 2019
BUY
N/A
3,903 New
3,903 $420,000
Q4 2018

Feb 08, 2019
SELL
N/A
-10,360 Closed
0 $0
Q3 2018

Oct 29, 2018
SELL
N/A
-543 Reduced 4.98%
10,360 $1.15 Million
Q2 2018

Aug 10, 2018
BUY
N/A
836 Added 8.3%
10,903 $1.14 Million
Q1 2018

May 15, 2018
BUY
N/A
10,067 New
10,067 $1.05 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-11,822 Closed
0 $0
Q3 2017

Nov 14, 2017
SELL
N/A
-3,109 Reduced 20.82%
11,822 $1.18 Million
Q2 2017

Aug 14, 2017
BUY
N/A
14,931
14,931 $1.44 Million

Others Institutions Holding VTV

# of Institutions
2,152
Shares Held
493M
Call Options Held
259K
Put Options Held
44.5K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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