A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Information Technolog stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,192 shares of VGT stock, worth $2.06 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,192
Previous 3,094 3.17%
Holding current value
$2.06 Million
Previous $1.78 Million 4.99%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Nov 12, 2024

BUY
$514.43 - $606.85 $50,414 - $59,471
98 Added 3.17%
3,192 $1.87 Million
Q2 2024

Jul 25, 2024

BUY
$479.9 - $588.82 $141,570 - $173,701
295 Added 10.54%
3,094 $1.78 Million
Q1 2024

Apr 30, 2024

BUY
$462.18 - $530.16 $25,419 - $29,158
55 Added 2.0%
2,799 $1.47 Million
Q4 2023

Jan 31, 2024

SELL
$399.56 - $486.79 $75,516 - $92,003
-189 Reduced 6.44%
2,744 $1.33 Million
Q3 2023

Oct 13, 2023

SELL
$409.4 - $459.58 $191,599 - $215,083
-468 Reduced 13.76%
2,933 $1.22 Million
Q2 2023

Jul 25, 2023

SELL
$368.4 - $443.39 $7,368 - $8,867
-20 Reduced 0.58%
3,401 $1.5 Million
Q1 2023

Apr 20, 2023

SELL
$311.14 - $385.47 $2,489 - $3,083
-8 Reduced 0.23%
3,421 $1.32 Million
Q4 2022

Feb 02, 2023

SELL
$300.84 - $349.17 $33,994 - $39,456
-113 Reduced 3.19%
3,429 $1.1 Million
Q3 2022

Oct 18, 2022

BUY
$307.37 - $391.03 $381,138 - $484,877
1,240 Added 53.87%
3,542 $1.09 Million
Q2 2022

Jul 25, 2022

SELL
$315.97 - $423.43 $411,076 - $550,882
-1,301 Reduced 36.11%
2,302 $752,000
Q1 2022

Apr 29, 2022

BUY
$366.81 - $462.0 $56,488 - $71,148
154 Added 4.47%
3,603 $1.5 Million
Q4 2021

Jan 21, 2022

SELL
$396.99 - $466.1 $97,659 - $114,660
-246 Reduced 6.66%
3,449 $1.58 Million
Q3 2021

Nov 15, 2021

SELL
$397.41 - $429.35 $30,997 - $33,489
-78 Reduced 2.07%
3,695 $1.48 Million
Q2 2021

Jul 21, 2021

BUY
$351.88 - $400.08 $351 - $400
1 Added 0.03%
3,773 $1.51 Million
Q1 2021

May 04, 2021

BUY
$339.41 - $380.61 $265,079 - $297,256
781 Added 26.11%
3,772 $1.35 Million
Q4 2020

Feb 01, 2021

BUY
$297.99 - $355.36 $50,658 - $60,411
170 Added 6.03%
2,991 $1.06 Million
Q3 2020

Nov 03, 2020

SELL
$279.37 - $338.36 $90,236 - $109,290
-323 Reduced 10.27%
2,821 $879,000
Q2 2020

Jul 30, 2020

SELL
$201.88 - $278.76 $106,390 - $146,906
-527 Reduced 14.36%
3,144 $876,000
Q1 2020

Apr 29, 2020

SELL
$185.49 - $273.21 $121,866 - $179,498
-657 Reduced 15.18%
3,671 $778,000
Q4 2019

Feb 27, 2020

BUY
$209.61 - $245.73 $685,005 - $803,045
3,268 Added 308.3%
4,328 $1.06 Million
Q4 2019

Jan 27, 2020

SELL
$209.61 - $245.73 $675,992 - $792,479
-3,225 Reduced 75.26%
1,060 $1.06 Million
Q3 2019

Oct 28, 2019

SELL
$213.22 - $219.09 $379,318 - $389,761
-1,779 Reduced 29.34%
4,285 $924,000
Q2 2019

Aug 02, 2019

BUY
N/A
1,301 Added 27.31%
6,064 $1.28 Million
Q1 2019

May 15, 2019

BUY
N/A
3,438 Added 259.47%
4,763 $962,000
Q4 2018

Feb 08, 2019

BUY
N/A
1,325 New
1,325 $221,000
Q2 2018

Aug 10, 2018

SELL
N/A
-8,658 Closed
0 $0
Q1 2018

May 15, 2018

BUY
N/A
2,407 Added 38.51%
8,658 $1.48 Million
Q4 2017

Feb 12, 2018

BUY
N/A
318 Added 5.36%
6,251 $1.03 Million
Q3 2017

Nov 14, 2017

SELL
N/A
-2,018 Reduced 25.38%
5,933 $902,000
Q2 2017

Aug 14, 2017

BUY
N/A
7,951
7,951 $1.12 Million

Others Institutions Holding VGT

About VANGUARD INFORMATION TECHNOLOG


  • Ticker VGT
  • Sector ETFs
  • Industry ETFs
More about VGT
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