Institute For Wealth Management, Llc. Vanguard Specialized Funds Van Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 15,250 shares of VNQ stock, worth $1.38 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

15,250

Previous 15,318 0.44%

Holding current value

$1.38 Million

Previous $1.49 Million 8.98%

% of portfolio

0.17%

Previous 0.19%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$87.85 - $98.6 $5,973 - $6,704	-68 Reduced 0.44%	15,250 $1.36 Million
Q3 2024 Nov 12, 2024	SELL	$82.97 - $98.97 $12,362 - $14,746	-149 Reduced 0.96%	15,318 $1.49 Million
Q2 2024 Jul 25, 2024	SELL	$78.61 - $85.97 $52,825 - $57,771	-672 Reduced 4.16%	15,467 $1.3 Million
Q1 2024 Apr 30, 2024	SELL	$82.58 - $89.12 $49,300 - $53,204	-597 Reduced 3.57%	16,139 $1.4 Million
Q4 2023 Jan 31, 2024	BUY	$71.05 - $89.54 $332,300 - $418,778	4,677 Added 38.78%	16,736 $1.48 Million
Q3 2023 Oct 13, 2023	BUY	$75.44 - $86.89 $32,590 - $37,536	432 Added 3.72%	12,059 $912,000
Q2 2023 Jul 25, 2023	SELL	$78.4 - $83.98 $179,692 - $192,482	-2,292 Reduced 16.47%	11,627 $971,000
Q1 2023 Apr 20, 2023	BUY	$77.59 - $93.7 $209,260 - $252,708	2,697 Added 24.03%	13,919 $1.16 Million
Q4 2022 Feb 02, 2023	SELL	$76.14 - $88.09 $57,714 - $66,772	-758 Reduced 6.33%	11,222 $925,000
Q3 2022 Oct 18, 2022	SELL	$79.28 - $102.13 $217,306 - $279,938	-2,741 Reduced 18.62%	11,980 $960,000
Q2 2022 Jul 25, 2022	BUY	$87.04 - $112.5 $126,991 - $164,137	1,459 Added 11.0%	14,721 $1.34 Million
Q1 2022 Apr 29, 2022	SELL	$99.96 - $115.1 $414,134 - $476,859	-4,143 Reduced 23.8%	13,262 $1.44 Million
Q4 2021 Jan 21, 2022	SELL	$102.53 - $116.01 $135,954 - $153,829	-1,326 Reduced 7.08%	17,405 $2.02 Million
Q3 2021 Nov 15, 2021	BUY	$101.78 - $110.92 $53,536 - $58,343	526 Added 2.89%	18,731 $1.91 Million
Q2 2021 Jul 21, 2021	BUY	$93.53 - $105.5 $79,313 - $89,464	848 Added 4.89%	18,205 $1.85 Million
Q1 2021 May 04, 2021	BUY	$81.97 - $92.98 $268,779 - $304,881	3,279 Added 23.29%	17,357 $1.59 Million
Q4 2020 Feb 01, 2021	SELL	$76.08 - $86.67 $490,107 - $558,328	-6,442 Reduced 31.39%	14,078 $1.2 Million
Q3 2020 Nov 03, 2020	SELL	$76.31 - $83.64 $148,422 - $162,679	-1,945 Reduced 8.66%	20,520 $1.62 Million
Q2 2020 Jul 30, 2020	SELL	$64.53 - $86.79 $126,865 - $170,629	-1,966 Reduced 8.05%	22,465 $1.76 Million
Q1 2020 Apr 29, 2020	SELL	$56.91 - $99.57 $174,542 - $305,381	-3,067 Reduced 11.15%	24,431 $1.71 Million
Q4 2019 Feb 27, 2020	BUY	$90.14 - $95.25 $2.25 Million - $2.38 Million	24,946 Added 977.51%	27,498 $2.55 Million
Q4 2019 Jan 27, 2020	SELL	$90.14 - $95.25 $2.29 Million - $2.42 Million	-25,360 Reduced 90.86%	2,552 $2.55 Million
Q3 2019 Oct 28, 2019	SELL	$91.64 - $93.61 $105,294 - $107,557	-1,149 Reduced 3.95%	27,912 $2.6 Million
Q2 2019 Aug 02, 2019	BUY	N/A	4,454 Added 18.1%	29,061 $2.54 Million
Q1 2019 May 15, 2019	BUY	N/A	24,607 New	24,607 $2.14 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-3,044 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	3,044	3,044 $253,000

Others Institutions Holding VNQ

# of Institutions

1,826

Shares Held

238M

Call Options Held

1.22M

Put Options Held

1.53M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Institute For Wealth Management, Llc. Vanguard Specialized Funds Van Transaction History