VANGUARD INDEX FDS

Ticker: VOE CUSIP: 922908512 Class: MCAP VL IDXVIP

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

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

Q4 2025
Shares 23,867 Value ($000) $4,233 Avg Close Range
Q3 2025
Shares 24,051 Value ($000) $4,199 Avg Close Range
Q2 2025
Shares 24,176 Value ($000) $3,976 Avg Close Range
Q1 2025
Shares 16,768 Value ($000) $2,692 Avg Close Range
Q4 2024
Shares 8,513 Value ($000) $1,377 Avg Close Range
Q3 2024
Shares 8,681 Value ($000) $1,456 Avg Close Range
Q2 2024
Shares 7,090 Value ($000) $1,067 Avg Close Range
Q1 2024
Shares 7,089 Value ($000) $1,105 Avg Close Range
Q4 2023
Shares 7,313 Value ($000) $1,060 Avg Close Range
Q3 2023
Shares 2,928 Value ($000) $383 Avg Close Range
Q2 2023
Shares 2,050 Value ($000) $284 Avg Close Range
Q1 2023
Shares 1,820 Value ($000) $244 Avg Close Range
Q4 2022
Shares 1,820 Value ($000) $246 Avg Close Range
Q3 2022
Shares 1,982 Value ($000) $241 Avg Close Range
Q2 2022
Shares 1,979 Value ($000) $256 Avg Close Range
Q1 2022
Shares 1,920 Value ($000) $287 Avg Close Range
Q4 2021
Shares 1,920 Value ($000) $289 Avg Close Range
Q3 2021
Shares 1,920 Value ($000) $268 Avg Close Range
Q2 2021
Shares 2,120 Value ($000) $298 Avg Close Range
Q1 2021
Shares 2,120 Value ($000) $286 Avg Close Range
Q4 2020
Shares 2,120 Value ($000) $252 Avg Close Range
Q4 2019
Shares 1,700 Value ($000) $203 Avg Close Range
Q2 2019
Shares 1,975 Value ($000) $220 Avg Close Range
Q1 2019
Shares 1,950 Value ($000) $210 Avg Close Range