Independent Wealth Network Inc. Vanguard Small Cap Growth ETF Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 3,578 shares of VBK stock, worth $955,361. This represents 0.43% of its overall portfolio holdings.

Number of Shares

3,578

Previous 2,716 31.74%

Holding current value

$955,361

Previous $726,000 38.02%

% of portfolio

0.43%

Previous 0.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$264.18 - $304.19 $227,723 - $262,211	862 Added 31.74%	3,578 $1 Million
Q3 2024 Oct 15, 2024	SELL	$240.48 - $267.94 $19,238 - $21,435	-80 Reduced 2.86%	2,716 $726,000
Q2 2024 Jul 18, 2024	SELL	$237.63 - $258.31 $1,188 - $1,291	-5 Reduced 0.18%	2,796 $699,000
Q1 2024 May 20, 2024	BUY	$231.0 - $260.72 $647,031 - $730,276	2,801 New	2,801 $730,000
Q4 2023 Jan 12, 2024	BUY	$196.36 - $245.46 $3,338 - $4,172	17 Added 0.63%	2,717 $656,000
Q3 2023 Oct 11, 2023	BUY	$210.59 - $239.48 $8,002 - $9,100	38 Added 1.43%	2,700 $578,000
Q2 2023 Jul 12, 2023	BUY	$209.12 - $229.74 $149,102 - $163,804	713 Added 36.58%	2,662 $611,000
Q1 2023 Apr 18, 2023	BUY	$198.77 - $233.54 $52,475 - $61,654	264 Added 15.67%	1,949 $421,000
Q4 2022 Jan 25, 2023	BUY	$192.0 - $216.09 $1,152 - $1,296	6 Added 0.36%	1,685 $0
Q3 2022 Oct 17, 2022	BUY	$192.77 - $237.17 $4,240 - $5,217	22 Added 1.33%	1,679 $328,000
Q2 2022 Jul 26, 2022	BUY	$188.16 - $253.27 $8,090 - $10,890	43 Added 2.66%	1,657 $326,000
Q1 2022 Apr 20, 2022	BUY	$224.28 - $282.83 $897 - $1,131	4 Added 0.25%	1,614 $401,000
Q4 2021 Feb 10, 2022	BUY	$269.22 - $305.79 $8,615 - $9,785	32 Added 2.03%	1,610 $454,000
Q3 2021 Nov 04, 2021	BUY	$273.65 - $297.37 $431,819 - $469,249	1,578 New	1,578 $479,000

Others Institutions Holding VBK

# of Institutions

1,223

Shares Held

46.4M

Call Options Held

49.2K

Put Options Held

36.6K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
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Independent Wealth Network Inc. Vanguard Small Cap Growth ETF Transaction History