A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 21,577 shares of VTWV stock, worth $3.15 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
21,577
Previous 21,501 0.35%
Holding current value
$3.15 Million
Previous $2.88 Million 10.17%
% of portfolio
0.41%
Previous 0.39%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$132.06 - $150.96 $10,036 - $11,472
76 Added 0.35%
21,577 $3.18 Million
Q2 2024

Jul 25, 2024

BUY
$128.57 - $139.92 $1.36 Million - $1.48 Million
10,545 Added 96.25%
21,501 $2.88 Million
Q1 2024

Apr 30, 2024

SELL
$128.13 - $139.82 $640 - $699
-5 Reduced 0.05%
10,956 $1.53 Million
Q4 2023

Jan 31, 2024

BUY
$110.31 - $139.18 $362,919 - $457,902
3,290 Added 42.89%
10,961 $1.5 Million
Q3 2023

Oct 13, 2023

BUY
$117.59 - $133.24 $89,603 - $101,528
762 Added 11.03%
7,671 $915,000
Q2 2023

Jul 25, 2023

BUY
$113.2 - $125.57 $782,098 - $867,563
6,909 New
6,909 $854,000

Others Institutions Holding VTWV

About VANGUARD RUSSELL 2000 VALUE ET


  • Ticker VTWV
  • Sector ETFs
  • Industry ETFs
More about VTWV
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