VANGUARD WORLD FD

Ticker: MGK CUSIP: 921910816 Class: MEGA GRWTH IND

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,071 Value ($000) $1,268 Avg Close Range
Q3 2025
Shares 2,899 Value ($000) $1,166 Avg Close Range
Q2 2025
Shares 2,633 Value ($000) $964 Avg Close Range
Q1 2025
Shares 2,709 Value ($000) $837 Avg Close Range
Q4 2024
Shares 2,987 Value ($000) $1,026 Avg Close Range
Q3 2024
Shares 2,374 Value ($000) $764 Avg Close Range
Q2 2024
Shares 1,793 Value ($000) $563 Avg Close Range
Q1 2024
Shares 1,971 Value ($000) $565 Avg Close Range
Q4 2023
Shares 1,891 Value ($000) $491 Avg Close Range
Q3 2023
Shares 1,877 Value ($000) $426 Avg Close Range
Q2 2023
Shares 1,763 Value ($000) $415 Avg Close Range
Q1 2023
Shares 1,097 Value ($000) $224 Avg Close Range
Q2 2022
Shares 1,133 Value ($000) $206 Avg Close Range
Q1 2022
Shares 2,450 Value ($000) $577 Avg Close Range
Q4 2021
Shares 2,404 Value ($000) $627 Avg Close Range
Q3 2021
Shares 1,894 Value ($000) $445 Avg Close Range
Q2 2021
Shares 2,895 Value ($000) $670 Avg Close Range
Q1 2021
Shares 2,893 Value ($000) $599 Avg Close Range
Q4 2020
Shares 2,891 Value ($000) $589 Avg Close Range
Q3 2020
Shares 2,937 Value ($000) $544 Avg Close Range
Q2 2020
Shares 2,864 Value ($000) $468 Avg Close Range
Q1 2020
Shares 2,081 Value ($000) $264 Avg Close Range
Q4 2019
Shares 2,078 Value ($000) $303 Avg Close Range
Q3 2019
Shares 2,073 Value ($000) $275 Avg Close Range
Q2 2019
Shares 2,469 Value ($000) $320 Avg Close Range
Q1 2019
Shares 2,469 Value ($000) $307 Avg Close Range