Institute For Wealth Management, Llc. Vanguard Mid Cap Value Index F Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,513 shares of VOE stock, worth $1.42 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,513
Previous 8,681 1.94%
Holding current value
$1.42 Million
Previous $1.46 Million 5.36%
% of portfolio
0.17%
Previous 0.19%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$160.89 - $176.18 $27,029 - $29,598
-168 Reduced 1.94%
8,513 $1.38 Million
Q3 2024

Nov 12, 2024
BUY
$149.02 - $167.67 $237,090 - $266,762
1,591 Added 22.44%
8,681 $1.46 Million
Q2 2024

Jul 25, 2024
BUY
$146.82 - $155.77 $146 - $155
1 Added 0.01%
7,090 $1.07 Million
Q1 2024

Apr 30, 2024
SELL
$141.07 - $155.91 $31,599 - $34,923
-224 Reduced 3.06%
7,089 $1.11 Million
Q4 2023

Jan 31, 2024
BUY
$124.27 - $145.8 $544,923 - $639,333
4,385 Added 149.76%
7,313 $1.06 Million
Q3 2023

Oct 13, 2023
BUY
$130.77 - $144.24 $114,816 - $126,642
878 Added 42.83%
2,928 $383,000
Q2 2023

Jul 25, 2023
BUY
$127.92 - $138.38 $29,421 - $31,827
230 Added 12.64%
2,050 $283,000
Q4 2022

Feb 02, 2023
SELL
$122.51 - $142.75 $19,846 - $23,125
-162 Reduced 8.17%
1,820 $246,000
Q3 2022

Oct 18, 2022
BUY
$121.77 - $145.8 $365 - $437
3 Added 0.15%
1,982 $241,000
Q2 2022

Jul 25, 2022
BUY
$126.2 - $153.17 $7,445 - $9,037
59 Added 3.07%
1,979 $256,000
Q3 2021

Nov 15, 2021
SELL
$135.17 - $146.62 $27,033 - $29,324
-200 Reduced 9.43%
1,920 $268,000
Q4 2020

Feb 01, 2021
BUY
$100.82 - $119.56 $213,738 - $253,467
2,120 New
2,120 $252,000
Q1 2020

Apr 29, 2020
SELL
$68.69 - $121.9 $116,773 - $207,230
-1,700 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$108.67 - $119.8 $162,678 - $179,340
1,497 Added 737.44%
1,700 $203,000
Q4 2019

Jan 27, 2020
BUY
$108.67 - $119.8 $22,060 - $24,319
203 New
203 $203,000
Q3 2019

Oct 28, 2019
SELL
$112.16 - $114.13 $221,516 - $225,406
-1,975 Closed
0 $0
Q2 2019

Aug 02, 2019
BUY
N/A
25 Added 1.28%
1,975 $220,000
Q1 2019

May 15, 2019
BUY
N/A
1,950 New
1,950 $210,000

Others Institutions Holding VOE

# of Institutions
1,190
Shares Held
71.9M
Call Options Held
25.6K
Put Options Held
1.6K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
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More about VOE
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