Icon Wealth Advisors, LLC Vanguard Transaction History

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,394 shares of VGSH stock, worth $257,839. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,394
Previous 2,170 102.49%
Holding current value
$257,839
Previous $128,000 99.22%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$58.02 - $58.88 $129,036 - $130,949
2,224 Added 102.49%
4,394 $255,000
Q3 2024

Nov 14, 2024
SELL
$57.74 - $59.13 $13,453 - $13,777
-233 Reduced 9.7%
2,170 $128,000
Q3 2024

Nov 12, 2024
BUY
$57.74 - $59.13 $138,749 - $142,089
2,403 New
2,403 $141,000
Q1 2024

May 15, 2024
SELL
$57.88 - $58.54 $250,041 - $252,892
-4,320 Reduced 65.42%
2,283 $132,000
Q4 2023

Feb 14, 2024
BUY
$57.34 - $58.41 $378,616 - $385,681
6,603 New
6,603 $385,000
Q3 2022

Jan 25, 2023
BUY
$57.67 - $59.08 $243,309 - $249,258
4,219 New
4,219 $244,000

Others Institutions Holding VGSH

# of Institutions
982
Shares Held
255M
Call Options Held
5.1K
Put Options Held
1.3K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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