Institute For Wealth Management, Llc. Vanguard Russell 2000 Value Et Transaction History

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 43,992 shares of VTWV stock, worth $5.61 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
43,992
Previous 21,340 106.15%
Holding current value
$5.61 Million
Previous $3.09 Million 89.76%
% of portfolio
0.77%
Previous 0.39%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$131.51 - $149.24 $2.98 Million - $3.38 Million
22,652 Added 106.15%
43,992 $5.85 Million
Q4 2024

Jan 23, 2025
SELL
$143.69 - $159.92 $34,054 - $37,901
-237 Reduced 1.1%
21,340 $3.09 Million
Q3 2024

Nov 12, 2024
BUY
$132.06 - $150.96 $10,036 - $11,472
76 Added 0.35%
21,577 $3.18 Million
Q2 2024

Jul 25, 2024
BUY
$128.57 - $139.92 $1.36 Million - $1.48 Million
10,545 Added 96.25%
21,501 $2.88 Million
Q1 2024

Apr 30, 2024
SELL
$128.13 - $139.82 $640 - $699
-5 Reduced 0.05%
10,956 $1.53 Million
Q4 2023

Jan 31, 2024
BUY
$110.31 - $139.18 $362,919 - $457,902
3,290 Added 42.89%
10,961 $1.5 Million
Q3 2023

Oct 13, 2023
BUY
$117.59 - $133.24 $89,603 - $101,528
762 Added 11.03%
7,671 $915,000
Q2 2023

Jul 25, 2023
BUY
$113.2 - $125.57 $782,098 - $867,563
6,909 New
6,909 $854,000

Others Institutions Holding VTWV

# of Institutions
168
Shares Held
2.53M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD RUSSELL 2000 VALUE ET

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