Icon Wealth Advisors, LLC Vanguard Transaction History

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,283 shares of VGSH stock, worth $131,911. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,283
Previous 6,603 65.42%
Holding current value
$131,911
Previous $385,000 65.71%
% of portfolio
0.01%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
4,219 New
4,219 $244,000

Others Institutions Holding VGSH

# of Institutions
886
Shares Held
240M
Call Options Held
39.3K
Put Options Held
58.6K
View Full List

About VANGUARD

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