Institute For Wealth Management, LLC. VBK Holdings History
Institute for Wealth Management, LLC.'s Vanguard Small Cap Growth ETF Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 10,148.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $2.81 Mil. This investment constitutes 0.31% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0.02% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2019Q4. And since then Institute for Wealth Management, LLC. has made 4 purchases of VBK, at an average price of $253.45, for a total of 12,335.00 shares. In addition, there have been 4 sales at an average price of $216.70 for 2,187.00 shares. Based on historical transaction data and VBK's current price of $283.00, Institute for Wealth Management, LLC.'s estimated gain on his VBK holdings is $219,444.97, reflecting a 7.02% gain to date.
Institute for Wealth Management, LLC. VBK ($283.00) Holding Chart
Institute for Wealth Management, LLC. VBK ($283.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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