Institute For Wealth Management, Llc. Vanguard Ftse Emerging Mkts Et Transaction History

Institute For Wealth Management, Llc.

$737 Million
Q2 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 25,907 shares of VWO stock, worth $1.25 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

25,907

Previous 27,813 6.85%

Holding current value

$1.25 Million

Previous $1.16 Million 2.41%

% of portfolio

0.15%

Previous 0.15%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$40.83 - $44.89 $77,821 - $85,560	-1,906 Reduced 6.85%	25,907 $1.13 Million
Q1 2024 Apr 30, 2024	SELL	$39.04 - $42.23 $79,797 - $86,318	-2,044 Reduced 6.85%	27,813 $1.16 Million
Q4 2023 Jan 31, 2024	BUY	$37.74 - $41.31 $228,364 - $249,966	6,051 Added 25.42%	29,857 $1.23 Million
Q3 2023 Oct 13, 2023	SELL	$39.04 - $43.07 $10,150 - $11,198	-260 Reduced 1.08%	23,806 $933,000
Q2 2023 Jul 25, 2023	SELL	$39.05 - $42.09 $59,355 - $63,976	-1,520 Reduced 5.94%	24,066 $979,000
Q1 2023 Apr 20, 2023	SELL	$38.45 - $43.18 $90,165 - $101,257	-2,345 Reduced 8.4%	25,586 $1.03 Million
Q4 2022 Feb 02, 2023	BUY	$35.32 - $40.67 $6,604 - $7,605	187 Added 0.67%	27,931 $1.09 Million
Q3 2022 Oct 18, 2022	SELL	$36.49 - $42.54 $64,076 - $74,700	-1,756 Reduced 5.95%	27,744 $1.01 Million
Q2 2022 Jul 25, 2022	SELL	$40.48 - $47.83 $88,286 - $104,317	-2,181 Reduced 6.88%	29,500 $1.23 Million
Q1 2022 Apr 29, 2022	BUY	$42.79 - $51.23 $18,399 - $22,028	430 Added 1.38%	31,681 $1.46 Million
Q4 2021 Jan 21, 2022	SELL	$47.81 - $52.33 $785,183 - $859,415	-16,423 Reduced 34.45%	31,251 $1.55 Million
Q3 2021 Nov 15, 2021	SELL	$49.35 - $54.02 $14,410 - $15,773	-292 Reduced 0.61%	47,674 $2.38 Million
Q2 2021 Jul 21, 2021	SELL	$50.96 - $55.14 $109,716 - $118,716	-2,153 Reduced 4.3%	47,966 $2.61 Million
Q1 2021 May 04, 2021	BUY	$50.34 - $56.49 $169,343 - $190,032	3,364 Added 7.19%	50,119 $2.61 Million
Q4 2020 Feb 01, 2021	BUY	$43.14 - $50.24 $390,675 - $454,973	9,056 Added 24.02%	46,755 $2.34 Million
Q3 2020 Nov 03, 2020	BUY	$40.14 - $45.14 $55,834 - $62,789	1,391 Added 3.83%	37,699 $1.63 Million
Q2 2020 Jul 30, 2020	SELL	$32.36 - $40.59 $269,429 - $337,952	-8,326 Reduced 18.65%	36,308 $1.44 Million
Q1 2020 Apr 29, 2020	BUY	$30.46 - $45.91 $402,559 - $606,746	13,216 Added 42.07%	44,634 $1.5 Million
Q4 2019 Feb 27, 2020	BUY	$39.79 - $44.7 $1.19 Million - $1.34 Million	30,021 Added 2148.96%	31,418 $1.4 Million
Q4 2019 Jan 27, 2020	SELL	$39.79 - $44.7 $1.38 Million - $1.55 Million	-34,756 Reduced 96.14%	1,397 $1.4 Million
Q3 2019 Oct 28, 2019	SELL	$39.0 - $43.14 $554,268 - $613,105	-14,212 Reduced 28.22%	36,153 $1.46 Million
Q2 2019 Aug 02, 2019	SELL	$39.79 - $44.01 $384,291 - $425,048	-9,658 Reduced 16.09%	50,365 $2.14 Million
Q1 2019 May 15, 2019	BUY	$37.67 - $43.15 $2.26 Million - $2.59 Million	60,023 New	60,023 $2.55 Million
Q4 2018 Feb 08, 2019	SELL	$36.68 - $41.1 $641,716 - $719,044	-17,495 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	$39.98 - $44.11 $319,919 - $352,968	-8,002 Reduced 31.38%	17,495 $710,000
Q2 2018 Aug 10, 2018	SELL	$41.13 - $47.04 $527,697 - $603,523	-12,830 Reduced 33.48%	25,497 $1.09 Million
Q1 2018 May 15, 2018	SELL	$44.96 - $50.98 $1.06 Million - $1.2 Million	-23,508 Reduced 38.02%	38,327 $1.76 Million
Q4 2017 Feb 12, 2018	BUY	$43.58 - $45.91 $1.62 Million - $1.71 Million	37,178 Added 150.78%	61,835 $2.91 Million
Q3 2017 Nov 14, 2017	SELL	$43.11 - $45.06 $470,502 - $491,784	-10,914 Reduced 30.68%	24,657 $1.07 Million
Q2 2017 Aug 14, 2017	BUY	N/A	35,571	35,571 $1.45 Million

Others Institutions Holding VWO

# of Institutions

2,211

Shares Held

1.29B

Call Options Held

1.31M

Put Options Held

1.33M

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About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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Institute For Wealth Management, Llc. Vanguard Ftse Emerging Mkts Et Transaction History