Independent Wealth Network Inc. Vanguard Dividend Appreciation Transaction History

Independent Wealth Network Inc.

$257 Million
Q2 2025

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 4,946 shares of VIG stock, worth $900,913. This represents 0.35% of its overall portfolio holdings.

Number of Shares

4,946

Previous 4,906 0.82%

Holding current value

$900,913

Previous $893,000 0.78%

% of portfolio

0.35%

Previous 0.38%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	N/A	40 Added 0.82%	4,946 $900,000
Q1 2025 May 02, 2025	SELL	N/A	-120 Reduced 2.39%	4,906 $893,000
Q4 2024 Jan 17, 2025	SELL	N/A	-50 Reduced 0.99%	5,026 $915,000
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

2,586

Shares Held

257M

Call Options Held

478K

Put Options Held

113K

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About VANGUARD DIVIDEND APPRECIATION

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Independent Wealth Network Inc. Vanguard Dividend Appreciation Transaction History