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 $1.34 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

9,067

Previous 9,173 1.16%

Holding current value

$1.34 Million

Previous $1.33 Million 5.4%

% of portfolio

0.18%

Previous 0.17%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

482

Shares Held

18M

Call Options Held

11.7K

Put Options Held

5.8K

View Full List

About VANGUARD COMMUNICATION SERVICE

Ticker VOX
Sector ETFs
Industry ETFs

More about VOX

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 Communication Service Transaction History