VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

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

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

Q4 2025
Shares 9,867 Value ($000) $1,885 Avg Close Range
Q3 2025
Shares 10,147 Value ($000) $1,892 Avg Close Range
Q2 2025
Shares 10,086 Value ($000) $1,783 Avg Close Range
Q1 2025
Shares 3,394 Value ($000) $586 Avg Close Range
Q4 2024
Shares 3,921 Value ($000) $664 Avg Close Range
Q3 2024
Shares 3,927 Value ($000) $686 Avg Close Range
Q2 2024
Shares 3,665 Value ($000) $588 Avg Close Range
Q1 2024
Shares 3,927 Value ($000) $640 Avg Close Range
Q4 2023
Shares 4,282 Value ($000) $640 Avg Close Range
Q3 2023
Shares 4,409 Value ($000) $608 Avg Close Range
Q2 2023
Shares 4,605 Value ($000) $654 Avg Close Range
Q1 2023
Shares 4,601 Value ($000) $635 Avg Close Range
Q4 2022
Shares 4,356 Value ($000) $612 Avg Close Range
Q3 2022
Shares 4,360 Value ($000) $538 Avg Close Range
Q2 2022
Shares 4,357 Value ($000) $575 Avg Close Range
Q1 2022
Shares 3,960 Value ($000) $585 Avg Close Range
Q4 2021
Shares 3,972 Value ($000) $584 Avg Close Range
Q3 2021
Shares 8,491 Value ($000) $1,149 Avg Close Range
Q2 2021
Shares 8,602 Value ($000) $1,182 Avg Close Range
Q1 2021
Shares 7,534 Value ($000) $990 Avg Close Range
Q4 2020
Shares 4,544 Value ($000) $541 Avg Close Range
Q3 2020
Shares 2,711 Value ($000) $283 Avg Close Range
Q2 2020
Shares 2,338 Value ($000) $233 Avg Close Range
Q1 2020
Shares 2,358 Value ($000) $210 Avg Close Range
Q4 2019
Shares 2,658 Value ($000) $319 Avg Close Range
Q3 2019
Shares 2,724 Value ($000) $304 Avg Close Range
Q2 2019
Shares 4,220 Value ($000) $468 Avg Close Range
Q1 2019
Shares 3,903 Value ($000) $420 Avg Close Range
Q3 2018
Shares 10,360 Value ($000) $1,152 Avg Close Range
Q2 2018
Shares 10,903 Value ($000) $1,138 Avg Close Range
Q1 2018
Shares 10,067 Value ($000) $1,045 Avg Close Range
Q3 2017
Shares 11,822 Value ($000) $1,178 Avg Close Range
Q2 2017
Shares 14,931 Value ($000) $1,440 Avg Close Range