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

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,510 shares of VBR stock, worth $1.1 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,510
Previous 5,530 0.36%
Holding current value
$1.1 Million
Previous $1.01 Million 9.61%
% of portfolio
0.14%
Previous 0.14%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$179.99 - $201.6 $3,599 - $4,032
-20 Reduced 0.36%
5,510 $1.11 Million
Q2 2024

Jul 25, 2024
BUY
$177.65 - $191.11 $5,862 - $6,306
33 Added 0.6%
5,530 $1.01 Million
Q1 2024

Apr 30, 2024
BUY
$172.45 - $191.88 $3,793 - $4,221
22 Added 0.4%
5,497 $1.05 Million
Q4 2023

Jan 31, 2024
BUY
$149.18 - $181.94 $22,824 - $27,836
153 Added 2.87%
5,475 $985,000
Q2 2023

Jul 25, 2023
BUY
$150.74 - $165.4 $3,014 - $3,308
20 Added 0.38%
5,322 $880,000
Q1 2023

Apr 20, 2023
SELL
$150.22 - $177.69 $175,456 - $207,541
-1,168 Reduced 18.05%
5,302 $841,000
Q4 2022

Feb 02, 2023
SELL
$147.25 - $169.54 $34,456 - $39,672
-234 Reduced 3.49%
6,470 $1.03 Million
Q3 2022

Oct 18, 2022
SELL
$143.4 - $172.87 $466,050 - $561,827
-3,250 Reduced 32.65%
6,704 $961,000
Q2 2022

Jul 25, 2022
BUY
$146.67 - $178.24 $554,412 - $673,747
3,780 Added 61.22%
9,954 $1.49 Million
Q1 2022

Apr 29, 2022
BUY
$165.62 - $182.58 $1,490 - $1,643
9 Added 0.15%
6,174 $1.09 Million
Q4 2021

Jan 21, 2022
SELL
$168.72 - $185.72 $269,783 - $296,966
-1,599 Reduced 20.6%
6,165 $1.1 Million
Q3 2021

Nov 15, 2021
SELL
$162.66 - $175.73 $50,587 - $54,652
-311 Reduced 3.85%
7,764 $1.31 Million
Q2 2021

Jul 21, 2021
SELL
$166.46 - $180.76 $34,790 - $37,778
-209 Reduced 2.52%
8,075 $1.4 Million
Q1 2021

May 04, 2021
BUY
$139.89 - $172.72 $301,602 - $372,384
2,156 Added 35.18%
8,284 $1.37 Million
Q4 2020

Feb 01, 2021
BUY
$111.89 - $142.79 $329,404 - $420,373
2,944 Added 92.46%
6,128 $871,000
Q3 2020

Nov 03, 2020
BUY
$102.46 - $117.9 $326,232 - $375,393
3,184 New
3,184 $352,000
Q1 2020

Apr 29, 2020
SELL
$75.8 - $139.04 $83,607 - $153,361
-1,103 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$123.74 - $138.15 $136,485 - $152,379
1,103 New
1,103 $151,000
Q3 2019

Oct 28, 2019
SELL
$128.22 - $131.67 $196,689 - $201,981
-1,534 Closed
0 $0
Q2 2019

Aug 02, 2019
SELL
N/A
-409 Reduced 21.05%
1,534 $200,000
Q1 2019

May 15, 2019
BUY
N/A
1,943 New
1,943 $250,000
Q2 2018

Aug 10, 2018
SELL
N/A
-6,769 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-299 Reduced 4.23%
6,769 $883,000
Q4 2017

Feb 12, 2018
SELL
N/A
-451 Reduced 6.0%
7,068 $938,000
Q3 2017

Nov 14, 2017
SELL
N/A
-2,701 Reduced 26.43%
7,519 $961,000
Q2 2017

Aug 14, 2017
BUY
N/A
10,220
10,220 $1.26 Million

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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