VANGUARD WORLD FDS

Ticker: VIS CUSIP: 92204A603 Class: INDUSTRIAL ETF

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

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

Q4 2025
Shares 2,356 Value ($000) $703 Avg Close Range
Q3 2025
Shares 2,182 Value ($000) $646 Avg Close Range
Q2 2025
Shares 2,032 Value ($000) $569 Avg Close Range
Q1 2025
Shares 2,843 Value ($000) $704 Avg Close Range
Q4 2024
Shares 2,395 Value ($000) $609 Avg Close Range
Q3 2024
Shares 2,374 Value ($000) $618 Avg Close Range
Q2 2024
Shares 2,373 Value ($000) $558 Avg Close Range
Q1 2024
Shares 2,387 Value ($000) $583 Avg Close Range
Q4 2023
Shares 2,438 Value ($000) $537 Avg Close Range
Q3 2023
Shares 2,727 Value ($000) $532 Avg Close Range
Q2 2023
Shares 2,685 Value ($000) $552 Avg Close Range
Q1 2023
Shares 2,661 Value ($000) $507 Avg Close Range
Q4 2022
Shares 2,701 Value ($000) $493 Avg Close Range
Q3 2022
Shares 2,940 Value ($000) $463 Avg Close Range
Q3 2021
Shares 2,807 Value ($000) $527 Avg Close Range
Q2 2021
Shares 2,722 Value ($000) $535 Avg Close Range
Q1 2021
Shares 2,860 Value ($000) $541 Avg Close Range
Q4 2020
Shares 3,604 Value ($000) $613 Avg Close Range
Q3 2020
Shares 3,405 Value ($000) $493 Avg Close Range
Q2 2020
Shares 5,079 Value ($000) $660 Avg Close Range
Q1 2020
Shares 3,719 Value ($000) $410 Avg Close Range
Q4 2019
Shares 5,462 Value ($000) $841 Avg Close Range
Q2 2019
Shares 8,093 Value ($000) $1,180 Avg Close Range
Q1 2019
Shares 6,409 Value ($000) $901 Avg Close Range
Q4 2018
Shares 1,780 Value ($000) $214 Avg Close Range
Q2 2018
Shares 10,844 Value ($000) $1,479 Avg Close Range
Q1 2018
Shares 9,980 Value ($000) $1,360 Avg Close Range
Q4 2017
Shares 6,749 Value ($000) $961 Avg Close Range
Q3 2017
Shares 6,255 Value ($000) $840 Avg Close Range
Q2 2017
Shares 7,805 Value ($000) $1,004 Avg Close Range
Q1 2015
Shares 1,982 Value ($000) $213 Avg Close Range
Q3 2014
Shares 1,439 Value ($000) $146 Avg Close Range
Q2 2014
Shares 1,425 Value ($000) $149 Avg Close Range
Q1 2014
Shares 1,807 Value ($000) $182 Avg Close Range
Q4 2013
Shares 2,114 Value ($000) $211 Avg Close Range