Institute For Wealth Management, Llc. Vanguard Growth ETF Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,523 shares of VUG stock, worth $4.3 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

10,523

Previous 11,087 5.09%

Holding current value

$4.3 Million

Previous $4.26 Million 1.48%

% of portfolio

0.55%

Previous 0.55%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$378.79 - $428.11 $213,637 - $241,454	-564 Reduced 5.09%	10,523 $4.32 Million
Q3 2024 Nov 12, 2024	SELL	$341.08 - $391.94 $42,635 - $48,992	-125 Reduced 1.11%	11,087 $4.26 Million
Q2 2024 Jul 25, 2024	SELL	$322.46 - $377.11 $346,966 - $405,770	-1,076 Reduced 8.76%	11,212 $4.19 Million
Q1 2024 Apr 30, 2024	SELL	$301.05 - $346.61 $285,696 - $328,932	-949 Reduced 7.17%	12,288 $4.23 Million
Q4 2023 Jan 31, 2024	SELL	$261.54 - $312.16 $90,231 - $107,695	-345 Reduced 2.54%	13,237 $4.12 Million
Q3 2023 Oct 13, 2023	SELL	$269.56 - $293.5 $42,590 - $46,373	-158 Reduced 1.15%	13,582 $3.7 Million
Q2 2023 Jul 25, 2023	SELL	$243.06 - $282.96 $175,732 - $204,580	-723 Reduced 5.0%	13,740 $3.89 Million
Q1 2023 Apr 20, 2023	SELL	$209.25 - $249.44 $42,477 - $50,636	-203 Reduced 1.38%	14,463 $3.61 Million
Q4 2022 Feb 02, 2023	SELL	$208.44 - $233.81 $296,193 - $332,244	-1,421 Reduced 8.83%	14,666 $3.13 Million
Q3 2022 Oct 18, 2022	SELL	$213.95 - $266.28 $117,672 - $146,453	-550 Reduced 3.31%	16,087 $3.44 Million
Q2 2022 Jul 25, 2022	SELL	$214.97 - $293.87 $78,893 - $107,850	-367 Reduced 2.16%	16,637 $3.71 Million
Q1 2022 Apr 29, 2022	SELL	$254.37 - $323.09 $22,130 - $28,108	-87 Reduced 0.51%	17,004 $4.89 Million
Q4 2021 Jan 21, 2022	SELL	$287.0 - $325.67 $303,359 - $344,233	-1,057 Reduced 5.82%	17,091 $5.49 Million
Q3 2021 Nov 15, 2021	SELL	$286.49 - $308.98 $187,650 - $202,381	-655 Reduced 3.48%	18,148 $5.27 Million
Q2 2021 Jul 21, 2021	SELL	$257.69 - $287.23 $40,972 - $45,669	-159 Reduced 0.84%	18,803 $5.39 Million
Q1 2021 May 04, 2021	SELL	$243.15 - $268.9 $321,201 - $355,216	-1,321 Reduced 6.51%	18,962 $4.87 Million
Q4 2020 Feb 01, 2021	BUY	$220.77 - $253.46 $21,193 - $24,332	96 Added 0.48%	20,283 $5.14 Million
Q3 2020 Nov 03, 2020	BUY	$204.41 - $245.48 $818,048 - $982,410	4,002 Added 24.73%	20,187 $4.6 Million
Q2 2020 Jul 30, 2020	SELL	$149.64 - $204.01 $726,053 - $989,856	-4,852 Reduced 23.06%	16,185 $3.27 Million
Q1 2020 Apr 29, 2020	BUY	$137.53 - $201.6 $2.09 Million - $3.06 Million	15,201 Added 260.47%	21,037 $3.3 Million
Q4 2019 Feb 27, 2020	BUY	$161.84 - $183.14 $772,462 - $874,127	4,773 Added 449.01%	5,836 $1.06 Million
Q4 2019 Jan 27, 2020	SELL	$161.84 - $183.14 $1.34 Million - $1.52 Million	-8,298 Reduced 88.64%	1,063 $1.06 Million
Q3 2019 Oct 28, 2019	SELL	$165.21 - $169.18 $2.73 Million - $2.8 Million	-16,522 Reduced 63.83%	9,361 $1.56 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-5,109 Reduced 16.48%	25,883 $4.23 Million
Q1 2019 May 15, 2019	BUY	N/A	30,992 New	30,992 $4.85 Million

Others Institutions Holding VUG

# of Institutions

2,659

Shares Held

261M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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 Growth ETF Transaction History