Institute For Wealth Management, Llc. Vanguard Star Fd Vanguard Tota Transaction History

Institute For Wealth Management, Llc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 18, 2022	SELL	$45.75 - $54.53 $5,947 - $7,088	-130 Reduced 1.49%	8,622 $395,000
Q2 2022 Jul 25, 2022	SELL	$51.07 - $60.88 $11,541 - $13,758	-226 Reduced 2.52%	8,752 $452,000
Q1 2022 Apr 29, 2022	BUY	$55.42 - $64.7 $55 - $64	1 Added 0.01%	8,978 $536,000
Q4 2021 Jan 21, 2022	BUY	$61.51 - $66.09 $61 - $66	1 Added 0.01%	8,977 $571,000
Q3 2021 Nov 15, 2021	SELL	$63.26 - $67.0 $46,053 - $48,776	-728 Reduced 7.5%	8,976 $568,000
Q2 2021 Jul 21, 2021	BUY	$63.55 - $67.5 $32,728 - $34,762	515 Added 5.6%	9,704 $637,000
Q1 2021 May 04, 2021	BUY	$60.31 - $64.68 $48,911 - $52,455	811 Added 9.68%	9,189 $576,000
Q4 2020 Feb 01, 2021	BUY	$50.97 - $60.55 $427,026 - $507,287	8,378 New	8,378 $504,000

1,260

302M

160K

71.7K

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