Institute For Wealth Management, Llc. Vanguard Communication Service Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Communication Service stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,067 shares of VOX stock, worth $1.48 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
9,067
Previous 9,173 1.16%
Holding current value
$1.48 Million
Previous $1.33 Million 5.4%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Jan 23, 2025
SELL
$144.31 - $163.57 $15,296 - $17,338
-106 Reduced 1.16%
9,067 $1.41 Million
Q3 2024

Nov 12, 2024
SELL
$129.82 - $145.39 $2,596 - $2,907
-20 Reduced 0.22%
9,173 $1.33 Million
Q2 2024

Jul 25, 2024
BUY
$125.5 - $139.68 $206,949 - $230,332
1,649 Added 21.86%
9,193 $1.27 Million
Q1 2024

Apr 30, 2024
BUY
$115.84 - $131.42 $16,680 - $18,924
144 Added 1.95%
7,544 $989,000
Q4 2023

Jan 31, 2024
SELL
$100.71 - $118.41 $16,818 - $19,774
-167 Reduced 2.21%
7,400 $871,000
Q3 2023

Oct 13, 2023
BUY
$104.27 - $112.62 $8,862 - $9,572
85 Added 1.14%
7,567 $795,000
Q2 2023

Jul 25, 2023
BUY
$93.55 - $106.94 $187 - $213
2 Added 0.03%
7,482 $795,000
Q1 2023

Apr 20, 2023
BUY
$83.18 - $101.21 $622,186 - $757,050
7,480 New
7,480 $723,000
Q4 2021

Jan 21, 2022
SELL
$129.36 - $145.06 $954,547 - $1.07 Million
-7,379 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$139.4 - $150.66 $76,251 - $82,411
547 Added 8.01%
7,379 $1.04 Million
Q2 2021

Jul 21, 2021
SELL
$131.85 - $144.89 $15,558 - $17,097
-118 Reduced 1.7%
6,832 $983,000
Q1 2021

May 04, 2021
BUY
$117.72 - $135.22 $112,775 - $129,540
958 Added 15.99%
6,950 $904,000
Q4 2020

Feb 01, 2021
SELL
$101.43 - $120.2 $32,761 - $38,824
-323 Reduced 5.11%
5,992 $720,000
Q3 2020

Nov 03, 2020
SELL
$94.91 - $111.18 $79,534 - $93,168
-838 Reduced 11.72%
6,315 $643,000
Q2 2020

Jul 30, 2020
SELL
$72.4 - $97.97 $18,679 - $25,276
-258 Reduced 3.48%
7,153 $665,000
Q1 2020

Apr 29, 2020
SELL
$69.09 - $100.6 $18,170 - $26,457
-263 Reduced 3.43%
7,411 $565,000
Q4 2019

Feb 27, 2020
BUY
$84.78 - $94.87 $589,475 - $659,631
6,953 Added 964.36%
7,674 $721,000
Q4 2019

Jan 27, 2020
SELL
$84.78 - $94.87 $587,271 - $657,164
-6,927 Reduced 90.57%
721 $721,000
Q3 2019

Oct 28, 2019
SELL
$86.33 - $90.19 $59,136 - $61,780
-685 Reduced 8.22%
7,648 $663,000
Q2 2019

Aug 02, 2019
BUY
N/A
8,333 New
8,333 $722,000

Others Institutions Holding VOX

# of Institutions
479
Shares Held
18.2M
Call Options Held
11.7K
Put Options Held
5.8K
View Full List

About VANGUARD COMMUNICATION SERVICE

VOX Quotes by TradingView
  • Ticker VOX
  • Sector ETFs
  • Industry ETFs
More about VOX
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