Institute For Wealth Management, Llc. Vanguard Small Cap ETF Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,333 shares of VB stock, worth $332,996. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,333
Holding current value
$332,996
% of portfolio
0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$237.58 - $259.17 $316,694 - $345,473
1,333 New
1,333 $338,000
Q2 2023

Jul 25, 2023
BUY
$181.26 - $198.89 $8,156 - $8,950
45 Added 3.68%
1,269 $252,000
Q1 2023

Apr 20, 2023
BUY
$179.51 - $208.76 $6,641 - $7,724
37 Added 3.12%
1,224 $232,000
Q4 2022

Feb 02, 2023
SELL
$172.82 - $196.57 $7,949 - $9,042
-46 Reduced 3.73%
1,187 $217,000
Q2 2022

Jul 25, 2022
BUY
$170.7 - $214.67 $27,312 - $34,347
160 Added 14.91%
1,233 $217,000
Q1 2022

Apr 29, 2022
SELL
$198.73 - $227.97 $7,949 - $9,118
-40 Reduced 3.59%
1,073 $228,000
Q3 2021

Nov 15, 2021
SELL
$211.9 - $229.42 $6,780 - $7,341
-32 Reduced 2.79%
1,113 $243,000
Q1 2021

May 04, 2021
BUY
$191.53 - $223.48 $219,301 - $255,884
1,145 New
1,145 $245,000
Q1 2020

Apr 29, 2020
SELL
$98.45 - $170.48 $90,180 - $156,159
-916 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$149.04 - $166.74 $136,520 - $152,733
916 New
916 $152,000
Q2 2019

Aug 02, 2019
SELL
N/A
-1,951 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
1,951 New
1,951 $298,000

Others Institutions Holding VB

# of Institutions
2,482
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

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