Icon Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Icon Wealth Advisors, LLC

  • $1.17 Billion
  • Q2 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 9,802 shares of VTI stock, worth $2.75 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
9,802
Previous 7,040 39.23%
Holding current value
$2.75 Million
Previous $1.83 Million 43.36%
% of portfolio
0.23%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$245.23 - $269.4 $677,325 - $744,082
2,762 Added 39.23%
9,802 $2.62 Million
Q1 2024

May 15, 2024
BUY
$232.77 - $260.14 $382,673 - $427,670
1,644 Added 30.47%
7,040 $1.83 Million
Q4 2023

Feb 14, 2024
BUY
$203.12 - $238.25 $10,562 - $12,389
52 Added 0.97%
5,396 $1.28 Million
Q4 2022

Feb 14, 2023
SELL
$179.3 - $204.18 $1.27 Million - $1.45 Million
-7,078 Reduced 56.98%
5,344 $1.02 Million
Q3 2022

Jan 25, 2023
BUY
$179.47 - $216.24 $2.23 Million - $2.69 Million
12,422 New
12,422 $2.23 Million

Others Institutions Holding VTI

# of Institutions
2,928
Shares Held
463M
Call Options Held
647K
Put Options Held
424K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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