A detailed history of Independent Wealth Network Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 5,082 shares of VUG stock, worth $2.05 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
5,082
Previous 5,066 0.32%
Holding current value
$2.05 Million
Previous $1.89 Million 3.01%
% of portfolio
0.89%
Previous 0.91%

Shares

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

Oct 15, 2024

BUY
$341.08 - $391.94 $5,457 - $6,271
16 Added 0.32%
5,082 $1.95 Million
Q2 2024

Jul 18, 2024

BUY
$322.46 - $377.11 $6,126 - $7,165
19 Added 0.38%
5,066 $1.89 Million
Q1 2024

May 20, 2024

BUY
$301.05 - $346.61 $1.52 Million - $1.75 Million
5,047 New
5,047 $1.74 Million
Q4 2023

Jan 12, 2024

BUY
$261.54 - $312.16 $83,954 - $100,203
321 Added 7.48%
4,613 $1.43 Million
Q3 2023

Oct 11, 2023

BUY
$269.56 - $293.5 $7,278 - $7,924
27 Added 0.63%
4,292 $1.17 Million
Q2 2023

Jul 12, 2023

BUY
$243.06 - $282.96 $100,140 - $116,579
412 Added 10.69%
4,265 $1.21 Million
Q1 2023

Apr 18, 2023

BUY
$209.25 - $249.44 $10,671 - $12,721
51 Added 1.34%
3,853 $961,000
Q4 2022

Jan 25, 2023

SELL
$208.44 - $233.81 $146,324 - $164,134
-702 Reduced 15.59%
3,802 $0
Q3 2022

Oct 17, 2022

BUY
$213.95 - $266.28 $6,418 - $7,988
30 Added 0.67%
4,504 $964,000
Q2 2022

Jul 26, 2022

SELL
$214.97 - $293.87 $87,062 - $119,017
-405 Reduced 8.3%
4,474 $997,000
Q1 2022

Apr 20, 2022

SELL
$254.37 - $323.09 $25,945 - $32,955
-102 Reduced 2.05%
4,879 $1.4 Million
Q4 2021

Feb 10, 2022

SELL
$287.0 - $325.67 $14,063 - $15,957
-49 Reduced 0.97%
4,981 $1.6 Million
Q3 2021

Nov 04, 2021

BUY
$286.49 - $308.98 $1.44 Million - $1.55 Million
5,030 New
5,030 $1.6 Million

Others Institutions Holding VUG

About VANGUARD GROWTH ETF


  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Independent Wealth Network Inc. Portfolio

Follow Independent Wealth Network Inc. and customize your updates to receive the information that matters most to you.

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.