Institute For Wealth Management, Llc. Vanguard Mid Cap Growth Index 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 Growth Index stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,681 shares of VOT stock, worth $454,643. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,681
Previous 1,680 0.06%
Holding current value
$454,643
Previous $409,000 4.16%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 23, 2025
BUY
$241.48 - $274.89 $241 - $274
1 Added 0.06%
1,681 $426,000
Q2 2024

Jul 25, 2024
BUY
$218.75 - $234.97 $47,468 - $50,988
217 Added 14.83%
1,680 $385,000
Q4 2023

Jan 31, 2024
SELL
$180.9 - $221.2 $37,989 - $46,452
-210 Reduced 12.55%
1,463 $321,000
Q3 2023

Oct 13, 2023
BUY
$191.65 - $213.93 $131,663 - $146,969
687 Added 69.68%
1,673 $325,000
Q2 2023

Jul 25, 2023
BUY
$186.22 - $205.77 $183,612 - $202,889
986 New
986 $202,000
Q2 2022

Jul 25, 2022
SELL
$167.96 - $227.2 $197,856 - $267,641
-1,178 Closed
0 $0
Q1 2022

Apr 29, 2022
SELL
$199.76 - $251.37 $40,751 - $51,279
-204 Reduced 14.76%
1,178 $262,000
Q4 2021

Jan 21, 2022
SELL
$234.3 - $265.79 $57,872 - $65,650
-247 Reduced 15.16%
1,382 $352,000
Q3 2021

Nov 15, 2021
SELL
$230.42 - $251.05 $92,168 - $100,420
-400 Reduced 19.71%
1,629 $385,000
Q4 2020

Feb 01, 2021
SELL
$178.76 - $215.29 $48,086 - $57,913
-269 Reduced 11.71%
2,029 $430,000
Q3 2020

Nov 03, 2020
SELL
$166.29 - $188.98 $129,706 - $147,404
-780 Reduced 25.34%
2,298 $414,000
Q2 2020

Jul 30, 2020
SELL
$120.77 - $169.89 $34,902 - $49,098
-289 Reduced 8.58%
3,078 $508,000
Q1 2020

Apr 29, 2020
SELL
$108.51 - $170.49 $2.39 Million - $3.75 Million
-22,017 Reduced 86.74%
3,367 $427,000
Q4 2019

Feb 27, 2020
BUY
$144.1 - $159.03 $3.08 Million - $3.4 Million
21,354 Added 529.88%
25,384 $4.03 Million
Q4 2019

Jan 27, 2020
SELL
$144.1 - $159.03 $2.6 Million - $2.86 Million
-18,009 Reduced 81.71%
4,030 $4.03 Million
Q3 2019

Oct 28, 2019
BUY
$147.12 - $150.91 $2.95 Million - $3.02 Million
20,045 Added 1005.27%
22,039 $3.26 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-233 Reduced 10.46%
1,994 $298,000
Q1 2019

May 15, 2019
BUY
N/A
2,227 New
2,227 $318,000
Q4 2018

Feb 08, 2019
SELL
N/A
-14,677 Closed
0 $0
Q3 2018

Oct 29, 2018
SELL
N/A
-7,585 Reduced 34.07%
14,677 $2.08 Million
Q2 2018

Aug 10, 2018
BUY
N/A
7,502 Added 50.83%
22,262 $3 Million
Q1 2018

May 15, 2018
SELL
N/A
-10,025 Reduced 40.45%
14,760 $1.9 Million
Q4 2017

Feb 12, 2018
BUY
N/A
14,865 Added 149.85%
24,785 $3.19 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-2,597 Reduced 20.75%
9,920 $1.21 Million
Q2 2017

Aug 14, 2017
BUY
N/A
12,517
12,517 $1.47 Million

Others Institutions Holding VOT

# of Institutions
1,002
Shares Held
40.2M
Call Options Held
24.8K
Put Options Held
5.6K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

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