VANGUARD WORLD FDS

Ticker: VFH CUSIP: 92204A405 Class: Com

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

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

Q4 2025
Shares 12,369 Value ($000) $1,651 Avg Close — Range —
Q3 2025
Shares 11,824 Value ($000) $1,552 Avg Close — Range —
Q2 2025
Shares 11,417 Value ($000) $1,453 Avg Close — Range —
Q1 2025
Shares 11,468 Value ($000) $1,370 Avg Close — Range —
Q4 2024
Shares 11,988 Value ($000) $1,415 Avg Close — Range —
Q3 2024
Shares 12,374 Value ($000) $1,360 Avg Close — Range —
Q2 2024
Shares 12,402 Value ($000) $1,239 Avg Close — Range —
Q1 2024
Shares 11,942 Value ($000) $1,223 Avg Close — Range —
Q4 2023
Shares 11,312 Value ($000) $1,044 Avg Close — Range —
Q3 2023
Shares 11,290 Value ($000) $907 Avg Close — Range —
Q1 2023
Shares 10,493 Value ($000) $817 Avg Close — Range —
Q4 2022
Shares 3,094 Value ($000) $256 Avg Close — Range —
Q3 2022
Shares 3,090 Value ($000) $230 Avg Close — Range —
Q2 2022
Shares 6,035 Value ($000) $466 Avg Close — Range —
Q1 2022
Shares 13,603 Value ($000) $1,270 Avg Close — Range —
Q4 2021
Shares 13,127 Value ($000) $1,268 Avg Close — Range —
Q3 2021
Shares 13,757 Value ($000) $1,275 Avg Close — Range —
Q2 2021
Shares 12,273 Value ($000) $1,110 Avg Close — Range —
Q1 2021
Shares 11,458 Value ($000) $968 Avg Close — Range —
Q3 2020
Shares 9,479 Value ($000) $555 Avg Close — Range —
Q2 2020
Shares 11,057 Value ($000) $632 Avg Close — Range —
Q1 2020
Shares 8,530 Value ($000) $433 Avg Close — Range —
Q4 2019
Shares 13,021 Value ($000) $993 Avg Close — Range —
Q3 2019
Shares 13,311 Value ($000) $932 Avg Close — Range —
Q2 2019
Shares 19,431 Value ($000) $1,341 Avg Close — Range —
Q1 2019
Shares 15,946 Value ($000) $1,032 Avg Close — Range —
Q4 2018
Shares 5,794 Value ($000) $344 Avg Close — Range —
Q3 2018
Shares 18,804 Value ($000) $1,318 Avg Close — Range —
Q2 2018
Shares 23,760 Value ($000) $1,606 Avg Close — Range —
Q1 2018
Shares 22,526 Value ($000) $1,560 Avg Close — Range —
Q4 2017
Shares 36,276 Value ($000) $2,599 Avg Close — Range —
Q3 2017
Shares 13,751 Value ($000) $899 Avg Close — Range —
Q2 2017
Shares 18,851 Value ($000) $1,181 Avg Close — Range —
Q4 2015
Shares 5,216 Value ($000) $253 Avg Close — Range —
Q1 2015
Shares 4,820 Value ($000) $238 Avg Close — Range —
Q3 2014
Shares 3,217 Value ($000) $150 Avg Close — Range —
Q2 2014
Shares 3,202 Value ($000) $149 Avg Close — Range —
Q1 2014
Shares 4,032 Value ($000) $184 Avg Close — Range —
Q4 2013
Shares 4,709 Value ($000) $209 Avg Close — Range —