Institute For Wealth Management, Llc. Vanguard Lg Trm Corp Bd ETF Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Lg Trm Corp Bd ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,081 shares of VCLT stock, worth $299,422. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,081

Previous 3,981 2.51%

Holding current value

$299,422

Previous $301,000 9.97%

% of portfolio

0.04%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$74.85 - $82.2 $7,484 - $8,220	100 Added 2.51%	4,081 $331,000
Q2 2024 Jul 25, 2024	SELL	$73.79 - $77.66 $9,076 - $9,552	-123 Reduced 3.0%	3,981 $301,000
Q1 2024 Apr 30, 2024	SELL	$76.25 - $80.1 $65,041 - $68,325	-853 Reduced 17.21%	4,104 $321,000
Q4 2023 Jan 31, 2024	SELL	$67.66 - $81.06 $3,991 - $4,782	-59 Reduced 1.18%	4,957 $397,000
Q3 2023 Oct 13, 2023	BUY	$71.62 - $78.79 $6,159 - $6,775	86 Added 1.74%	5,016 $359,000
Q2 2023 Jul 25, 2023	SELL	$75.81 - $80.59 $24,789 - $26,352	-327 Reduced 6.22%	4,930 $386,000
Q1 2023 Apr 20, 2023	SELL	$75.56 - $82.45 $1,435 - $1,566	-19 Reduced 0.36%	5,257 $419,000
Q4 2022 Feb 02, 2023	SELL	$69.36 - $81.2 $23,790 - $27,851	-343 Reduced 6.1%	5,276 $399,000
Q3 2022 Oct 18, 2022	SELL	$72.42 - $85.62 $7,821 - $9,246	-108 Reduced 1.89%	5,619 $412,000
Q2 2022 Jul 25, 2022	SELL	$78.88 - $94.44 $9,702 - $11,616	-123 Reduced 2.1%	5,727 $464,000
Q1 2022 Apr 29, 2022	BUY	$90.35 - $104.23 $2,620 - $3,022	29 Added 0.5%	5,850 $548,000
Q4 2021 Jan 21, 2022	SELL	$103.94 - $108.97 $23,282 - $24,409	-224 Reduced 3.71%	5,821 $616,000
Q3 2021 Nov 15, 2021	SELL	$105.58 - $109.79 $19,321 - $20,091	-183 Reduced 2.94%	6,045 $638,000
Q2 2021 Jul 21, 2021	SELL	$100.83 - $107.15 $14,519 - $15,429	-144 Reduced 2.26%	6,228 $666,000
Q1 2021 May 04, 2021	SELL	$98.85 - $110.32 $71,073 - $79,320	-719 Reduced 10.14%	6,372 $645,000
Q4 2020 Feb 01, 2021	SELL	$105.68 - $111.83 $75,244 - $79,622	-712 Reduced 9.12%	7,091 $788,000
Q3 2020 Nov 03, 2020	BUY	$106.7 - $112.96 $37,345 - $39,536	350 Added 4.7%	7,803 $834,000
Q2 2020 Jul 30, 2020	BUY	$94.13 - $106.29 $208,592 - $235,538	2,216 Added 42.31%	7,453 $792,000
Q1 2020 Apr 29, 2020	BUY	$78.7 - $109.59 $412,151 - $573,922	5,237 New	5,237 $509,000
Q1 2018 May 15, 2018	SELL	N/A	-5,684 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	N/A	2,343 Added 70.13%	5,684 $544,000
Q3 2017 Nov 14, 2017	BUY	N/A	3,341	3,341 $315,000

Others Institutions Holding VCLT

# of Institutions

345

Shares Held

133M

Call Options Held

52.4K

Put Options Held

58K

View Full List

About VANGUARD LG-TRM CORP BD ETF

Ticker VCLT
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Institute For Wealth Management, Llc. Vanguard Lg Trm Corp Bd ETF Transaction History