Independent Wealth Network Inc. Vanguard Mid Cap Growth Index Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Independent Wealth Network Inc. holds 2,891 shares of VOT stock, worth $705,722. This represents 0.31% of its overall portfolio holdings.

Number of Shares

2,891

Previous 2,878 0.45%

Holding current value

$705,722

Previous $700,000 4.71%

% of portfolio

0.31%

Previous 0.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$241.48 - $274.89 $3,139 - $3,573	13 Added 0.45%	2,891 $733,000
Q3 2024 Oct 15, 2024	BUY	$218.05 - $243.47 $1,962 - $2,191	9 Added 0.31%	2,878 $700,000
Q2 2024 Jul 18, 2024	SELL	$218.75 - $234.97 $10,500 - $11,278	-48 Reduced 1.65%	2,869 $658,000
Q1 2024 May 20, 2024	BUY	$212.21 - $235.79 $619,016 - $687,799	2,917 New	2,917 $687,000
Q4 2023 Jan 12, 2024	BUY	$180.9 - $221.2 $3,075 - $3,760	17 Added 0.59%	2,907 $638,000
Q3 2023 Oct 11, 2023	BUY	$191.65 - $213.93 $10,732 - $11,980	56 Added 1.98%	2,890 $562,000
Q2 2023 Jul 12, 2023	BUY	$186.22 - $205.77 $112,663 - $124,490	605 Added 27.14%	2,834 $583,000
Q1 2023 Apr 18, 2023	BUY	$177.43 - $203.61 $55,180 - $63,322	311 Added 16.21%	2,229 $434,000
Q4 2022 Jan 25, 2023	BUY	$165.84 - $193.83 $2,321 - $2,713	14 Added 0.74%	1,918 $0
Q3 2022 Oct 17, 2022	BUY	$170.12 - $208.72 $2,721 - $3,339	16 Added 0.85%	1,904 $325,000
Q2 2022 Jul 26, 2022	BUY	$167.96 - $227.2 $1,343 - $1,817	8 Added 0.43%	1,888 $331,000
Q1 2022 Apr 20, 2022	BUY	$199.76 - $251.37 $2,397 - $3,016	12 Added 0.64%	1,880 $419,000
Q4 2021 Feb 10, 2022	BUY	$234.3 - $265.79 $1,874 - $2,126	8 Added 0.43%	1,868 $476,000
Q3 2021 Nov 04, 2021	BUY	$230.42 - $251.05 $428,581 - $466,953	1,860 New	1,860 $482,000

Others Institutions Holding VOT

# of Institutions

1,061

Shares Held

42.3M

Call Options Held

16.8K

Put Options Held

2.7K

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About VANGUARD MID-CAP GROWTH INDEX

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Independent Wealth Network Inc. Vanguard Mid Cap Growth Index Transaction History