VANGUARD WORLD FDS

Ticker: VPU CUSIP: 92204A876 Class: UTILITIES ETF

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

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

Q4 2025
Shares 4,331 Value ($000) $801 Avg Close Range
Q3 2025
Shares 4,113 Value ($000) $779 Avg Close Range
Q2 2025
Shares 4,001 Value ($000) $706 Avg Close Range
Q1 2025
Shares 3,803 Value ($000) $650 Avg Close Range
Q4 2024
Shares 4,018 Value ($000) $657 Avg Close Range
Q3 2024
Shares 4,160 Value ($000) $724 Avg Close Range
Q2 2024
Shares 4,010 Value ($000) $593 Avg Close Range
Q2 2023
Shares 3,173 Value ($000) $451 Avg Close Range
Q1 2023
Shares 1,631 Value ($000) $241 Avg Close Range
Q4 2022
Shares 3,759 Value ($000) $576 Avg Close Range
Q3 2022
Shares 4,048 Value ($000) $576 Avg Close Range
Q2 2022
Shares 4,804 Value ($000) $732 Avg Close Range
Q1 2022
Shares 4,998 Value ($000) $809 Avg Close Range
Q4 2021
Shares 4,577 Value ($000) $716 Avg Close Range
Q3 2021
Shares 4,771 Value ($000) $664 Avg Close Range
Q2 2021
Shares 3,908 Value ($000) $542 Avg Close Range
Q3 2020
Shares 4,908 Value ($000) $634 Avg Close Range
Q2 2020
Shares 5,104 Value ($000) $631 Avg Close Range
Q1 2020
Shares 5,535 Value ($000) $675 Avg Close Range
Q4 2019
Shares 6,441 Value ($000) $920 Avg Close Range
Q3 2019
Shares 6,650 Value ($000) $955 Avg Close Range
Q2 2019
Shares 8,858 Value ($000) $1,178 Avg Close Range
Q1 2019
Shares 7,362 Value ($000) $958 Avg Close Range
Q4 2018
Shares 13,215 Value ($000) $1,557 Avg Close Range
Q4 2017
Shares 7,944 Value ($000) $926 Avg Close Range
Q3 2017
Shares 7,395 Value ($000) $864 Avg Close Range
Q2 2017
Shares 8,871 Value ($000) $1,015 Avg Close Range
Q1 2015
Shares 2,833 Value ($000) $274 Avg Close Range
Q4 2014
Shares 2,265 Value ($000) $232 Avg Close Range
Q3 2014
Shares 2,348 Value ($000) $214 Avg Close Range
Q2 2014
Shares 1,644 Value ($000) $159 Avg Close Range
Q1 2014
Shares 2,110 Value ($000) $191 Avg Close Range
Q4 2013
Shares 2,484 Value ($000) $207 Avg Close Range