Institute For Wealth Management, Llc. Vanguard Whitehall Fds (Vangua Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,741 shares of VYM stock, worth $366,252. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,741

Previous 2,929 6.42%

Holding current value

$366,252

Previous $347,000 1.15%

% of portfolio

0.04%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$117.9 - $128.2 $22,165 - $24,101	-188 Reduced 6.42%	2,741 $351,000
Q2 2024 Jul 25, 2024	SELL	$114.71 - $121.51 $21,794 - $23,086	-190 Reduced 6.09%	2,929 $347,000
Q1 2024 Apr 30, 2024	BUY	$109.98 - $120.99 $23,315 - $25,649	212 Added 7.29%	3,119 $377,000
Q4 2023 Jan 31, 2024	BUY	$98.71 - $111.84 $10,463 - $11,855	106 Added 3.78%	2,907 $324,000
Q3 2023 Oct 13, 2023	SELL	$103.32 - $110.34 $122,640 - $130,973	-1,187 Reduced 29.76%	2,801 $289,000
Q2 2023 Jul 25, 2023	SELL	$101.36 - $107.68 $3,547 - $3,768	-35 Reduced 0.87%	3,988 $423,000
Q1 2023 Apr 20, 2023	SELL	$100.82 - $111.44 $100 - $111	-1 Reduced 0.02%	4,023 $424,000
Q4 2022 Feb 02, 2023	BUY	$96.14 - $113.15 $2,595 - $3,055	27 Added 0.68%	4,024 $435,000
Q3 2022 Oct 18, 2022	BUY	$94.88 - $110.28 $3,320 - $3,859	35 Added 0.88%	3,997 $379,000
Q2 2022 Jul 25, 2022	BUY	$99.2 - $114.57 $8,630 - $9,967	87 Added 2.25%	3,962 $403,000
Q1 2022 Apr 29, 2022	BUY	$107.24 - $115.01 $44,290 - $47,499	413 Added 11.93%	3,875 $435,000
Q4 2021 Jan 21, 2022	SELL	$104.33 - $112.16 $1,564 - $1,682	-15 Reduced 0.43%	3,462 $388,000
Q3 2021 Nov 15, 2021	BUY	$102.3 - $108.36 $49,615 - $52,554	485 Added 16.21%	3,477 $359,000
Q2 2021 Jul 21, 2021	BUY	$101.6 - $107.95 $303,987 - $322,986	2,992 New	2,992 $313,000
Q3 2020 Nov 03, 2020	SELL	$77.57 - $85.18 $273,822 - $300,685	-3,530 Closed	0 $0
Q2 2020 Jul 30, 2020	SELL	$67.79 - $86.78 $11,456 - $14,665	-169 Reduced 4.57%	3,530 $278,000
Q1 2020 Apr 29, 2020	BUY	$60.97 - $94.78 $95,296 - $148,141	1,563 Added 73.17%	3,699 $262,000
Q4 2019 Feb 27, 2020	BUY	$85.84 - $94.47 $166,186 - $182,893	1,936 Added 968.0%	2,136 $200,000
Q4 2019 Jan 27, 2020	BUY	$85.84 - $94.47 $17,168 - $18,894	200 New	200 $200,000
Q1 2018 May 15, 2018	SELL	N/A	-5,111 Closed	0 $0
Q4 2017 Feb 12, 2018	SELL	N/A	-6,657 Reduced 56.57%	5,111 $437,000
Q3 2017 Nov 14, 2017	SELL	N/A	-775 Reduced 6.18%	11,768 $952,000
Q2 2017 Aug 14, 2017	BUY	N/A	12,543	12,543 $978,000

Others Institutions Holding VYM

# of Institutions

1,797

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Institute For Wealth Management, Llc. Vanguard Whitehall Fds (Vangua Transaction History