Independent Wealth Network Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Independent Wealth Network Inc.

$291 Million
Q3 2025

A detailed history of Independent Wealth Network Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Independent Wealth Network Inc. holds 7,498 shares of VTEB stock, worth $376,924. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,498

Previous 7,349 2.03%

Holding current value

$376,924

Previous $360,000 4.17%

% of portfolio

0.13%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$48.5 - $50.19 $7,226 - $7,478	149 Added 2.03%	7,498 $375,000
Q2 2025 Jul 16, 2025	SELL	$48.13 - $49.85 $35,953 - $37,237	-747 Reduced 9.23%	7,349 $360,000
Q1 2025 May 02, 2025	BUY	$49.25 - $50.66 $25,708 - $26,444	522 Added 6.89%	8,096 $401,000
Q4 2024 Jan 17, 2025	BUY	$49.79 - $51.14 $2,091 - $2,147	42 Added 0.56%	7,574 $379,000
Q3 2024 Oct 15, 2024	SELL	$49.93 - $51.15 $1,098 - $1,125	-22 Reduced 0.29%	7,532 $385,000

Q2 2024 Jul 18, 2024	BUY	$49.55 - $50.44 $1,536 - $1,563	31 Added 0.41%	7,554 $378,000
Q1 2024 May 20, 2024	BUY	$50.36 - $51.06 $378,858 - $384,124	7,523 New	7,523 $380,000
Q4 2023 Jan 12, 2024	BUY	$47.36 - $51.14 $56,168 - $60,652	1,186 Added 18.78%	7,502 $382,000
Q3 2023 Oct 11, 2023	BUY	$48.03 - $50.5 $3,698 - $3,888	77 Added 1.23%	6,316 $303,000
Q2 2023 Jul 12, 2023	BUY	$49.5 - $51.06 $693 - $714	14 Added 0.22%	6,239 $313,000
Q1 2023 Apr 18, 2023	BUY	$49.32 - $51.02 $99,133 - $102,550	2,010 Added 47.69%	6,225 $315,000
Q4 2022 Jan 25, 2023	BUY	$47.5 - $50.06 $200,212 - $211,002	4,215 New	4,215 $0
Q2 2022 Jul 26, 2022	SELL	$49.13 - $51.51 $285,690 - $299,530	-5,815 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$51.44 - $54.88 $74,433 - $79,411	1,447 Added 33.13%	5,815 $300,000
Q3 2021 Nov 04, 2021	BUY	$54.77 - $55.59 $239,235 - $242,817	4,368 New	4,368 $239,000

Others Institutions Holding VTEB

# of Institutions

1,372

Shares Held

602M

Call Options Held

282K

Put Options Held

56K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History