Institute For Wealth Management, Llc. Vanguard Ftse Developed Market Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 19,389 shares of VEA stock, worth $993,492. This represents 0.12% of its overall portfolio holdings.

Number of Shares

19,389

Previous 20,881 7.15%

Holding current value

$993,492

Previous $1.1 Million 15.88%

% of portfolio

0.12%

Previous 0.14%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$47.57 - $52.44 $70,974 - $78,240	-1,492 Reduced 7.15%	19,389 $927,000
Q3 2024 Nov 12, 2024	BUY	$47.6 - $53.31 $5,093 - $5,704	107 Added 0.52%	20,881 $1.1 Million
Q2 2024 Jul 25, 2024	SELL	$47.83 - $51.21 $145,259 - $155,524	-3,037 Reduced 12.75%	20,774 $1.03 Million
Q1 2024 Apr 30, 2024	SELL	$46.21 - $50.27 $143,620 - $156,239	-3,108 Reduced 11.55%	23,811 $1.19 Million
Q4 2023 Jan 31, 2024	SELL	$41.58 - $47.99 $36,548 - $42,183	-879 Reduced 3.16%	26,919 $1.29 Million
Q3 2023 Oct 13, 2023	SELL	$43.5 - $47.63 $52,635 - $57,632	-1,210 Reduced 4.17%	27,798 $1.22 Million
Q2 2023 Jul 25, 2023	SELL	$44.63 - $47.33 $73,818 - $78,283	-1,654 Reduced 5.39%	29,008 $1.34 Million
Q1 2023 Apr 20, 2023	BUY	$42.2 - $46.17 $49,416 - $54,065	1,171 Added 3.97%	30,662 $1.39 Million
Q4 2022 Feb 02, 2023	SELL	$36.19 - $43.78 $315,721 - $381,936	-8,724 Reduced 22.83%	29,491 $1.24 Million
Q3 2022 Oct 18, 2022	SELL	$36.19 - $43.74 $56,818 - $68,671	-1,570 Reduced 3.95%	38,215 $1.39 Million
Q2 2022 Jul 25, 2022	SELL	$40.38 - $48.66 $39,491 - $47,589	-978 Reduced 2.4%	39,785 $1.62 Million
Q1 2022 Apr 29, 2022	SELL	$44.13 - $51.72 $28,772 - $33,721	-652 Reduced 1.57%	40,763 $1.96 Million
Q4 2021 Jan 21, 2022	SELL	$49.38 - $52.95 $146,214 - $156,784	-2,961 Reduced 6.67%	41,415 $2.12 Million
Q3 2021 Nov 15, 2021	SELL	$50.07 - $53.43 $104,245 - $111,241	-2,082 Reduced 4.48%	44,376 $2.24 Million
Q2 2021 Jul 21, 2021	SELL	$49.75 - $53.3 $25,820 - $27,662	-519 Reduced 1.1%	46,458 $2.39 Million
Q1 2021 May 04, 2021	BUY	$46.87 - $50.05 $90,599 - $96,746	1,933 Added 4.29%	46,977 $2.31 Million
Q4 2020 Feb 01, 2021	BUY	$39.45 - $47.53 $39,016 - $47,007	989 Added 2.24%	45,044 $2.13 Million
Q3 2020 Nov 03, 2020	SELL	$38.92 - $42.44 $29,540 - $32,211	-759 Reduced 1.69%	44,055 $1.8 Million
Q2 2020 Jul 30, 2020	SELL	$31.83 - $40.85 $323,997 - $415,812	-10,179 Reduced 18.51%	44,814 $1.74 Million
Q1 2020 Apr 29, 2020	BUY	$28.78 - $44.66 $518,385 - $804,415	18,012 Added 48.71%	54,993 $1.83 Million
Q4 2019 Feb 27, 2020	BUY	$39.9 - $44.4 $1.41 Million - $1.57 Million	35,352 Added 2170.17%	36,981 $1.63 Million
Q4 2019 Jan 27, 2020	SELL	$39.9 - $44.4 $2.44 Million - $2.72 Million	-61,205 Reduced 97.41%	1,629 $1.63 Million
Q3 2019 Oct 28, 2019	BUY	$38.87 - $42.25 $169,434 - $184,167	4,359 Added 7.45%	62,834 $2.58 Million
Q2 2019 Aug 02, 2019	SELL	$39.84 - $42.1 $520,031 - $549,531	-13,053 Reduced 18.25%	58,475 $2.44 Million
Q1 2019 May 15, 2019	BUY	$36.75 - $41.54 $2.63 Million - $2.97 Million	71,528 New	71,528 $2.92 Million

Others Institutions Holding VEA

# of Institutions

2,559

Shares Held

2.18B

Call Options Held

170K

Put Options Held

101K

View Full List

About VANGUARD FTSE DEVELOPED MARKET

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Institute For Wealth Management, Llc. Vanguard Ftse Developed Market Transaction History