Institute For Wealth Management, Llc. Vanguard Health Care ETF Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,904 shares of VHT stock, worth $769,647. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,904

Previous 6,317 54.03%

Holding current value

$769,647

Previous $1.78 Million 58.7%

% of portfolio

0.09%

Previous 0.23%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$250.81 - $283.3 $856,014 - $966,902	-3,413 Reduced 54.03%	2,904 $736,000
Q3 2024 Nov 12, 2024	BUY	$261.88 - $288.1 $1,833 - $2,016	7 Added 0.11%	6,317 $1.78 Million
Q2 2024 Jul 25, 2024	BUY	$252.83 - $269.37 $77,871 - $82,965	308 Added 5.13%	6,310 $1.68 Million
Q1 2024 Apr 30, 2024	BUY	$253.63 - $270.54 $755,310 - $805,668	2,978 Added 98.48%	6,002 $1.62 Million
Q4 2023 Jan 31, 2024	SELL	$223.1 - $251.09 $688,486 - $774,863	-3,086 Reduced 50.51%	3,024 $758,000
Q3 2023 Oct 13, 2023	BUY	$235.1 - $250.77 $126,483 - $134,914	538 Added 9.66%	6,110 $1.44 Million
Q2 2023 Jul 25, 2023	BUY	$234.11 - $249.3 $554,606 - $590,591	2,369 Added 73.96%	5,572 $1.36 Million
Q1 2023 Apr 20, 2023	SELL	$228.23 - $249.0 $13,922 - $15,189	-61 Reduced 1.87%	3,203 $763,000
Q4 2022 Feb 02, 2023	SELL	$224.15 - $255.96 $27,346 - $31,227	-122 Reduced 3.6%	3,264 $809,000
Q3 2022 Oct 18, 2022	SELL	$223.7 - $250.44 $761,027 - $851,996	-3,402 Reduced 50.12%	3,386 $757,000
Q2 2022 Jul 25, 2022	BUY	$219.51 - $264.47 $75,730 - $91,242	345 Added 5.35%	6,788 $1.6 Million
Q1 2022 Apr 29, 2022	BUY	$235.27 - $264.71 $49,877 - $56,118	212 Added 3.4%	6,443 $1.64 Million
Q4 2021 Jan 21, 2022	SELL	$243.71 - $267.51 $60,683 - $66,609	-249 Reduced 3.84%	6,231 $1.66 Million
Q3 2021 Nov 15, 2021	BUY	$247.16 - $265.84 $38,062 - $40,939	154 Added 2.43%	6,480 $1.6 Million
Q2 2021 Jul 21, 2021	SELL	$227.95 - $247.57 $455 - $495	-2 Reduced 0.03%	6,326 $1.56 Million
Q1 2021 May 04, 2021	BUY	$218.21 - $236.79 $198,352 - $215,242	909 Added 16.77%	6,328 $1.45 Million
Q4 2020 Feb 01, 2021	SELL	$198.15 - $223.73 $54,094 - $61,078	-273 Reduced 4.8%	5,419 $1.21 Million
Q3 2020 Nov 03, 2020	SELL	$194.1 - $209.76 $379,271 - $409,871	-1,954 Reduced 25.56%	5,692 $1.16 Million
Q2 2020 Jul 30, 2020	SELL	$159.59 - $198.15 $81,231 - $100,858	-509 Reduced 6.24%	7,646 $1.47 Million
Q1 2020 Apr 29, 2020	SELL	$139.96 - $197.23 $23,933 - $33,726	-171 Reduced 2.05%	8,155 $1.35 Million
Q4 2019 Feb 27, 2020	BUY	$163.53 - $193.07 $1.1 Million - $1.3 Million	6,730 Added 421.68%	8,326 $1.6 Million
Q4 2019 Jan 27, 2020	SELL	$163.53 - $193.07 $475,218 - $561,061	-2,906 Reduced 64.55%	1,596 $1.6 Million
Q3 2019 Oct 28, 2019	SELL	$166.25 - $172.8 $446,381 - $463,968	-2,685 Reduced 37.36%	4,502 $755,000
Q2 2019 Aug 02, 2019	SELL	N/A	-2,927 Reduced 28.94%	7,187 $1.25 Million
Q1 2019 May 15, 2019	SELL	N/A	-4,013 Reduced 28.41%	10,114 $1.75 Million
Q4 2018 Feb 08, 2019	BUY	N/A	14,127 New	14,127 $2.27 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-6,859 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-11,521 Reduced 62.68%	6,859 $1.06 Million
Q4 2017 Feb 12, 2018	BUY	N/A	12,604 Added 218.21%	18,380 $2.91 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-5,714 Reduced 49.73%	5,776 $880,000
Q2 2017 Aug 14, 2017	BUY	N/A	11,490	11,490 $1.69 Million

Others Institutions Holding VHT

# of Institutions

1,142

Shares Held

25M

Call Options Held

37.3K

Put Options Held

11.1K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

More about VHT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Vanguard Health Care ETF Transaction History