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

Independent Wealth Network Inc.

$237 Million
Q1 2025

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 3,836 shares of VBK stock, worth $1.01 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

3,836

Previous 3,578 7.21%

Holding current value

$1.01 Million

Previous $1 Million 3.69%

% of portfolio

0.41%

Previous 0.43%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$247.97 - $296.33 $63,976 - $76,453	258 Added 7.21%	3,836 $965,000
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

1,208

Shares Held

44.8M

Call Options Held

48.5K

Put Options Held

33K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

More about VBK

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 Small Cap Growth ETF Transaction History