Independent Wealth Network Inc. Vanguard Dividend Appreciation Transaction History

Independent Wealth Network Inc.

  • $218 Million
  • Q3 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 5,076 shares of VIG stock, worth $924,593. This represents 0.42% of its overall portfolio holdings.

Number of Shares
5,076
Previous 5,120 0.86%
Holding current value
$924,593
Previous $934,000 1.07%
% of portfolio
0.42%
Previous 0.45%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$182.15 - $182.15 $8,014 - $8,014
-44 Reduced 0.86%
5,076 $924,000
Q2 2024

Jul 18, 2024
SELL
$173.33 - $185.29 $2,253 - $2,408
-13 Reduced 0.25%
5,120 $934,000
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
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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