Independent Wealth Network Inc. Vanguard Dividend Appreciation Transaction History

Independent Wealth Network Inc.

$205 Million
Q1 2024

A detailed history of Independent Wealth Network Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Independent Wealth Network Inc. holds 5,133 shares of VIG stock, worth $937,029. This represents 0.46% of its overall portfolio holdings.

Number of Shares

5,133

Holding current value

$937,029

% of portfolio

0.46%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 20, 2024	BUY	$168.47 - $182.98 $864,756 - $939,236	5,133 New	5,133 $937,000
Q4 2023 Jan 12, 2024	BUY	$150.16 - $171.16 $32,434 - $36,970	216 Added 4.81%	4,710 $802,000
Q3 2023 Oct 11, 2023	BUY	$155.38 - $166.95 $7,769 - $8,347	50 Added 1.13%	4,494 $698,000
Q2 2023 Jul 12, 2023	SELL	$152.74 - $162.43 $17,717 - $18,841	-116 Reduced 2.54%	4,444 $721,000
Q1 2023 Apr 18, 2023	BUY	$147.24 - $158.33 $2,208 - $2,374	15 Added 0.33%	4,560 $702,000

Q4 2022 Jan 25, 2023	SELL	$144.84 - $158.71 $3,621 - $3,967	-25 Reduced 0.55%	4,545 $0
Q3 2022 Oct 17, 2022	BUY	N/A	30 Added 0.66%	4,570 $618,000
Q2 2022 Jul 26, 2022	SELL	N/A	-319 Reduced 6.57%	4,540 $651,000
Q1 2022 Apr 20, 2022	SELL	N/A	-1,129 Reduced 18.85%	4,859 $788,000
Q4 2021 Feb 10, 2022	BUY	N/A	207 Added 3.58%	5,988 $1.03 Million
Q3 2021 Nov 04, 2021	BUY	N/A	5,781 New	5,781 $958,000

Others Institutions Holding VIG

# of Institutions

2,135

Shares Held

192M

Call Options Held

652K

Put Options Held

272K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Independent Wealth Network Inc. Vanguard Dividend Appreciation Transaction History