VANGUARD WORLD FDS

Ticker: VGT CUSIP: 92204A702 Class: ETF

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

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

Q4 2025
Shares 4,423 Value ($000) $3,334 Avg Close — Range —
Q3 2025
Shares 4,417 Value ($000) $3,298 Avg Close — Range —
Q2 2025
Shares 4,074 Value ($000) $2,702 Avg Close — Range —
Q1 2025
Shares 2,504 Value ($000) $1,358 Avg Close — Range —
Q4 2024
Shares 3,156 Value ($000) $1,962 Avg Close — Range —
Q3 2024
Shares 3,192 Value ($000) $1,872 Avg Close — Range —
Q2 2024
Shares 3,094 Value ($000) $1,784 Avg Close — Range —
Q1 2024
Shares 2,799 Value ($000) $1,467 Avg Close — Range —
Q4 2023
Shares 2,744 Value ($000) $1,328 Avg Close — Range —
Q3 2023
Shares 2,933 Value ($000) $1,217 Avg Close — Range —
Q2 2023
Shares 3,401 Value ($000) $1,504 Avg Close — Range —
Q1 2023
Shares 3,421 Value ($000) $1,319 Avg Close — Range —
Q4 2022
Shares 3,429 Value ($000) $1,095 Avg Close — Range —
Q3 2022
Shares 3,542 Value ($000) $1,089 Avg Close — Range —
Q2 2022
Shares 2,302 Value ($000) $752 Avg Close — Range —
Q1 2022
Shares 3,603 Value ($000) $1,501 Avg Close — Range —
Q4 2021
Shares 3,449 Value ($000) $1,580 Avg Close — Range —
Q3 2021
Shares 3,695 Value ($000) $1,483 Avg Close — Range —
Q2 2021
Shares 3,773 Value ($000) $1,505 Avg Close — Range —
Q1 2021
Shares 3,772 Value ($000) $1,352 Avg Close — Range —
Q4 2020
Shares 2,991 Value ($000) $1,058 Avg Close — Range —
Q3 2020
Shares 2,821 Value ($000) $879 Avg Close — Range —
Q2 2020
Shares 3,144 Value ($000) $876 Avg Close — Range —
Q1 2020
Shares 3,671 Value ($000) $778 Avg Close — Range —
Q4 2019
Shares 4,328 Value ($000) $1,060 Avg Close — Range —
Q3 2019
Shares 4,285 Value ($000) $924 Avg Close — Range —
Q2 2019
Shares 6,064 Value ($000) $1,279 Avg Close — Range —
Q1 2019
Shares 4,763 Value ($000) $962 Avg Close — Range —
Q4 2018
Shares 1,325 Value ($000) $221 Avg Close — Range —
Q1 2018
Shares 8,658 Value ($000) $1,479 Avg Close — Range —
Q4 2017
Shares 6,251 Value ($000) $1,030 Avg Close — Range —
Q3 2017
Shares 5,933 Value ($000) $902 Avg Close — Range —
Q2 2017
Shares 7,951 Value ($000) $1,121 Avg Close — Range —
Q4 2015
Shares 2,319 Value ($000) $251 Avg Close — Range —
Q1 2015
Shares 2,271 Value ($000) $242 Avg Close — Range —
Q3 2014
Shares 1,549 Value ($000) $155 Avg Close — Range —
Q2 2014
Shares 1,594 Value ($000) $154 Avg Close — Range —
Q1 2014
Shares 2,011 Value ($000) $184 Avg Close — Range —
Q4 2013
Shares 2,360 Value ($000) $211 Avg Close — Range —