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

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 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 13,832 shares of VTI stock, worth $4.19 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
13,832
Previous 11,329 22.09%
Holding current value
$4.19 Million
Previous $3.21 Million 24.98%
% of portfolio
0.34%
Previous 0.27%

Shares

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

Feb 14, 2025
BUY
$280.04 - $302.45 $700,940 - $757,032
2,503 Added 22.09%
13,832 $4.01 Million
Q3 2024

Nov 14, 2024
BUY
$255.18 - $283.2 $2.65 Million - $2.94 Million
10,377 Added 1090.02%
11,329 $3.21 Million
Q3 2024

Nov 12, 2024
SELL
$255.18 - $283.2 $2.26 Million - $2.51 Million
-8,850 Reduced 90.29%
952 $269,000
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
3,351
Shares Held
460M
Call Options Held
1.31M
Put Options Held
1.13M
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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