Independent Wealth Network Inc. Vanguard Value ETF Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 2,047 shares of VTV stock, worth $353,557. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,047

Previous 2,013 1.69%

Holding current value

$353,557

Previous $351,000 1.42%

% of portfolio

0.15%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$168.32 - $181.87 $5,722 - $6,183	34 Added 1.69%	2,047 $346,000
Q3 2024 Oct 15, 2024	SELL	$159.75 - $174.57 $2,076 - $2,269	-13 Reduced 0.64%	2,013 $351,000
Q2 2024 Jul 18, 2024	SELL	$154.57 - $163.65 $21,176 - $22,420	-137 Reduced 6.33%	2,026 $324,000
Q1 2024 May 20, 2024	BUY	$147.46 - $162.86 $318,955 - $352,266	2,163 New	2,163 $352,000
Q4 2023 Jan 12, 2024	BUY	$131.82 - $149.95 $6,063 - $6,897	46 Added 2.24%	2,100 $313,000
Q3 2023 Oct 11, 2023	SELL	$137.93 - $147.18 $28,965 - $30,907	-210 Reduced 9.28%	2,054 $283,000
Q2 2023 Jul 12, 2023	SELL	$134.74 - $142.42 $15,764 - $16,663	-117 Reduced 4.91%	2,264 $321,000
Q1 2023 Apr 18, 2023	BUY	$132.13 - $144.96 $14,270 - $15,655	108 Added 4.75%	2,381 $328,000
Q4 2022 Jan 25, 2023	BUY	$124.69 - $146.24 $15,087 - $17,695	121 Added 5.62%	2,273 $0
Q3 2022 Oct 17, 2022	BUY	$123.48 - $143.43 $9,137 - $10,613	74 Added 3.56%	2,152 $266,000
Q2 2022 Jul 26, 2022	SELL	$128.01 - $150.8 $2,176 - $2,563	-17 Reduced 0.81%	2,078 $274,000
Q1 2022 Apr 20, 2022	BUY	$140.46 - $150.33 $23,456 - $25,105	167 Added 8.66%	2,095 $310,000
Q4 2021 Feb 10, 2022	BUY	$136.43 - $147.24 $2,728 - $2,944	20 Added 1.05%	1,928 $284,000
Q3 2021 Nov 04, 2021	BUY	$134.5 - $142.48 $256,626 - $271,851	1,908 New	1,908 $276,000

Others Institutions Holding VTV

# of Institutions

2,540

Shares Held

543M

Call Options Held

539K

Put Options Held

93.6K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Vanguard Value ETF Transaction History