A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 12,479 shares of VIG stock, worth $2.27 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,479
Previous 3,022 312.94%
Holding current value
$2.27 Million
Previous $551,000 312.52%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$182.15 - $182.15 $1.72 Million - $1.72 Million
-9,457 Reduced 75.78%
3,022 $550,000
Q3 2024

Nov 12, 2024

BUY
$182.15 - $182.15 $1.72 Million - $1.72 Million
9,457 Added 312.94%
12,479 $2.27 Million
Q3 2022

Jan 25, 2023

BUY
N/A
3,022 New
3,022 $408,000

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


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

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC 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 Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.