VANGUARD INDEX FDS

Ticker: VNQ CUSIP: 922908553 Class: REAL ESTATE ETF

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

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

Q4 2025
Shares 16,246 Value ($000) $1,438 Avg Close Range
Q3 2025
Shares 15,792 Value ($000) $1,444 Avg Close Range
Q2 2025
Shares 9,550 Value ($000) $851 Avg Close Range
Q1 2025
Shares 14,682 Value ($000) $1,329 Avg Close Range
Q4 2024
Shares 15,250 Value ($000) $1,358 Avg Close Range
Q3 2024
Shares 15,318 Value ($000) $1,492 Avg Close Range
Q2 2024
Shares 15,467 Value ($000) $1,296 Avg Close Range
Q1 2024
Shares 16,139 Value ($000) $1,396 Avg Close Range
Q4 2023
Shares 16,736 Value ($000) $1,479 Avg Close Range
Q3 2023
Shares 12,059 Value ($000) $912 Avg Close Range
Q2 2023
Shares 11,627 Value ($000) $972 Avg Close Range
Q1 2023
Shares 13,919 Value ($000) $1,156 Avg Close Range
Q4 2022
Shares 11,222 Value ($000) $926 Avg Close Range
Q3 2022
Shares 11,980 Value ($000) $960 Avg Close Range
Q2 2022
Shares 14,721 Value ($000) $1,341 Avg Close Range
Q1 2022
Shares 13,262 Value ($000) $1,437 Avg Close Range
Q4 2021
Shares 17,405 Value ($000) $2,019 Avg Close Range
Q3 2021
Shares 18,731 Value ($000) $1,906 Avg Close Range
Q2 2021
Shares 18,205 Value ($000) $1,853 Avg Close Range
Q1 2021
Shares 17,357 Value ($000) $1,594 Avg Close Range
Q4 2020
Shares 14,078 Value ($000) $1,196 Avg Close Range
Q3 2020
Shares 20,520 Value ($000) $1,620 Avg Close Range
Q2 2020
Shares 22,465 Value ($000) $1,764 Avg Close Range
Q1 2020
Shares 24,431 Value ($000) $1,707 Avg Close Range
Q4 2019
Shares 27,498 Value ($000) $2,552 Avg Close Range
Q3 2019
Shares 27,912 Value ($000) $2,603 Avg Close Range
Q2 2019
Shares 29,061 Value ($000) $2,540 Avg Close Range
Q1 2019
Shares 24,607 Value ($000) $2,141 Avg Close Range
Q2 2017
Shares 3,044 Value ($000) $253 Avg Close Range
Q1 2015
Shares 52,172 Value ($000) $4,399 Avg Close Range
Q4 2014
Shares 58,200 Value ($000) $4,714 Avg Close Range
Q3 2014
Shares 77,843 Value ($000) $5,621 Avg Close Range
Q2 2014
Shares 86,826 Value ($000) $6,498 Avg Close Range
Q1 2014
Shares 2,283 Value ($000) $161 Avg Close Range
Q4 2013
Shares 1,803 Value ($000) $116 Avg Close Range
Q3 2013
Shares 1,261 Value ($000) $83 Avg Close Range