Independent Wealth Network Inc. Vanguard Materials ETF Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 11, 2023	SELL	$171.36 - $189.15 $5,140 - $5,674	-30 Reduced 2.29%	1,278 $220,000
Q2 2023 Jul 12, 2023	SELL	$164.74 - $181.97 $11,202 - $12,373	-68 Reduced 4.94%	1,308 $238,000
Q1 2023 Apr 18, 2023	BUY	$166.59 - $188.64 $4,331 - $4,904	26 Added 1.93%	1,376 $244,000
Q4 2022 Jan 25, 2023	BUY	$150.0 - $183.22 $202,500 - $247,347	1,350 New	1,350 $0
Q2 2022 Jul 26, 2022	SELL	$159.63 - $199.49 $272,009 - $339,930	-1,704 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$175.8 - $197.21 $58,365 - $65,473	332 Added 24.2%	1,704 $331,000
Q4 2021 Feb 10, 2022	BUY	$175.11 - $197.26 $14,183 - $15,978	81 Added 6.27%	1,372 $270,000
Q3 2021 Nov 04, 2021	BUY	$173.0 - $189.06 $223,343 - $244,076	1,291 New	1,291 $246,000

Others Institutions Holding VAW

# of Institutions

412

Shares Held

7.29M

Call Options Held

6.8K

Put Options Held

3.1K

Bank Of America Corp Charlotte, NC

1.43M
Shares

$272 Million
0.03% of portfolio
Beacon Capital Management, Inc.

776K
Shares

$148 Million
7.07% of portfolio
Envestnet Asset Management Inc

369K
Shares

$70.4 Million
0.03% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

308K
Shares

$58.8 Million
0.22% of portfolio
Personal Capital Advisors Corp

298K
Shares

$56.9 Million
0.25% of portfolio

About VANGUARD MATERIALS ETF

Ticker VAW
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