Institute for Wealth Management, LLC.'s ownership history for VCSH

Institute for Wealth Management, LLC. currently holds 3.5K shares with a market value of $276.4K. It started holding VCSH on 2024-09-30. At its peak, it held 8.6K shares on 2025-09-30. Its highest holding value was $685.7K on 2025-09-30. At its lowest, it held 3.5K shares on 2026-03-31, with a value of $276.4K on 2026-03-31. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 5.1K. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 4.2K.