Independent Wealth Network Inc. Vanguard Energy ETF Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Vanguard Energy ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 2,958 shares of VDE stock, worth $345,109. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,958

Previous 2,995 1.24%

Holding current value

$345,109

Previous $382,000 5.24%

% of portfolio

0.17%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$117.44 - $131.06 $4,345 - $4,849	-37 Reduced 1.24%	2,958 $362,000
Q2 2024 Jul 18, 2024	SELL	$123.17 - $136.7 $18,721 - $20,778	-152 Reduced 4.83%	2,995 $382,000
Q1 2024 May 20, 2024	BUY	$111.77 - $131.7 $351,740 - $414,459	3,147 New	3,147 $414,000
Q4 2023 Jan 12, 2024	SELL	$113.37 - $128.78 $109,628 - $124,530	-967 Reduced 23.57%	3,136 $367,000
Q3 2023 Oct 11, 2023	SELL	$110.08 - $130.52 $18,383 - $21,796	-167 Reduced 3.91%	4,103 $520,000
Q2 2023 Jul 12, 2023	SELL	$105.87 - $119.99 $14,292 - $16,198	-135 Reduced 3.06%	4,270 $482,000
Q1 2023 Apr 18, 2023	BUY	$106.22 - $128.7 $49,073 - $59,459	462 Added 11.72%	4,405 $503,000
Q4 2022 Jan 25, 2023	SELL	$107.13 - $131.88 $21,211 - $26,112	-198 Reduced 4.78%	3,943 $0
Q3 2022 Oct 17, 2022	BUY	$93.77 - $118.45 $40,696 - $51,407	434 Added 11.71%	4,141 $421,000
Q2 2022 Jul 26, 2022	BUY	$97.94 - $128.99 $2,252 - $2,966	23 Added 0.62%	3,707 $369,000
Q1 2022 Apr 20, 2022	BUY	$80.1 - $110.55 $295,088 - $407,266	3,684 New	3,684 $394,000

Others Institutions Holding VDE

# of Institutions

675

Shares Held

22M

Call Options Held

101K

Put Options Held

18.9K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Independent Wealth Network Inc. Vanguard Energy ETF Transaction History