Independent Wealth Network Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Independent Wealth Network Inc. holds 7,574 shares of VTEB stock, worth $375,215. This represents 0.16% of its overall portfolio holdings.

Number of Shares

7,574

Previous 7,532 0.56%

Holding current value

$375,215

Previous $385,000 1.56%

% of portfolio

0.16%

Previous 0.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$49.79 - $51.14 $2,091 - $2,147	42 Added 0.56%	7,574 $379,000
Q3 2024 Oct 15, 2024	SELL	$49.93 - $51.15 $1,098 - $1,125	-22 Reduced 0.29%	7,532 $385,000
Q2 2024 Jul 18, 2024	BUY	$49.55 - $50.44 $1,536 - $1,563	31 Added 0.41%	7,554 $378,000
Q1 2024 May 20, 2024	BUY	$50.36 - $51.06 $378,858 - $384,124	7,523 New	7,523 $380,000
Q4 2023 Jan 12, 2024	BUY	$47.36 - $51.14 $56,168 - $60,652	1,186 Added 18.78%	7,502 $382,000
Q3 2023 Oct 11, 2023	BUY	$48.03 - $50.5 $3,698 - $3,888	77 Added 1.23%	6,316 $303,000
Q2 2023 Jul 12, 2023	BUY	$49.5 - $51.06 $693 - $714	14 Added 0.22%	6,239 $313,000
Q1 2023 Apr 18, 2023	BUY	$49.32 - $51.02 $99,133 - $102,550	2,010 Added 47.69%	6,225 $315,000
Q4 2022 Jan 25, 2023	BUY	$47.5 - $50.06 $200,212 - $211,002	4,215 New	4,215 $0
Q2 2022 Jul 26, 2022	SELL	$49.13 - $51.51 $285,690 - $299,530	-5,815 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$51.44 - $54.88 $74,433 - $79,411	1,447 Added 33.13%	5,815 $300,000
Q3 2021 Nov 04, 2021	BUY	$54.77 - $55.59 $239,235 - $242,817	4,368 New	4,368 $239,000

Others Institutions Holding VTEB

# of Institutions

1,302

Shares Held

554M

Call Options Held

22.3K

Put Options Held

83.8K

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About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Independent Wealth Network Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History