Independent Wealth Network Inc. Vanguard Specialized Funds Van Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Independent Wealth Network Inc. holds 10,328 shares of VNQ stock, worth $935,200. This represents 0.39% of its overall portfolio holdings.

Number of Shares

10,328

Previous 9,730 6.15%

Holding current value

$935,200

Previous $947,000 2.85%

% of portfolio

0.39%

Previous 0.43%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$87.85 - $98.6 $52,534 - $58,962	598 Added 6.15%	10,328 $920,000
Q3 2024 Oct 15, 2024	SELL	$82.97 - $98.97 $25,886 - $30,878	-312 Reduced 3.11%	9,730 $947,000
Q2 2024 Jul 18, 2024	SELL	$78.61 - $85.97 $12,105 - $13,239	-154 Reduced 1.51%	10,042 $841,000
Q1 2024 May 20, 2024	BUY	$82.58 - $89.12 $251,786 - $271,726	3,049 Added 42.66%	10,196 $881,000
Q1 2024 Apr 11, 2024	SELL	$82.58 - $89.12 $252,199 - $272,172	-3,054 Reduced 29.94%	7,147 $618,000
Q4 2023 Jan 12, 2024	BUY	$71.05 - $89.54 $118,724 - $149,621	1,671 Added 19.59%	10,201 $901,000
Q3 2023 Oct 11, 2023	SELL	$75.44 - $86.89 $28,591 - $32,931	-379 Reduced 4.25%	8,530 $645,000
Q2 2023 Jul 12, 2023	BUY	$78.4 - $83.98 $31,360 - $33,592	400 Added 4.7%	8,909 $744,000
Q1 2023 Apr 18, 2023	SELL	$77.59 - $93.7 $35,691 - $43,102	-460 Reduced 5.13%	8,509 $706,000
Q4 2022 Jan 25, 2023	BUY	$76.14 - $88.09 $36,394 - $42,107	478 Added 5.63%	8,969 $0
Q3 2022 Oct 17, 2022	SELL	$79.28 - $102.13 $8,324 - $10,723	-105 Reduced 1.22%	8,491 $681,000
Q2 2022 Jul 26, 2022	SELL	$87.04 - $112.5 $783 - $1,012	-9 Reduced 0.1%	8,596 $783,000
Q1 2022 Apr 20, 2022	BUY	$99.96 - $115.1 $20,691 - $23,825	207 Added 2.46%	8,605 $932,000
Q4 2021 Feb 10, 2022	BUY	$102.53 - $116.01 $7,382 - $8,352	72 Added 0.86%	8,398 $974,000
Q3 2021 Nov 04, 2021	BUY	$101.78 - $110.92 $847,420 - $923,519	8,326 New	8,326 $920,000

Others Institutions Holding VNQ

# of Institutions

1,829

Shares Held

239M

Call Options Held

1.22M

Put Options Held

1.53M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Independent Wealth Network Inc. Vanguard Specialized Funds Van Transaction History