Icon Wealth Partners, LLC Vanguard Bd Index Fd Inc Short Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,915 shares of BSV stock, worth $302,825. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,915
Previous 3,915 -0.0%
Holding current value
$302,825
Previous $295,000 0.34%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 19, 2022
SELL
$80.78 - $81.98 $17,206 - $17,461
-213 Reduced 5.16%
3,915 $316,000
Q1 2021

Apr 26, 2021
SELL
$82.08 - $82.89 $10,260 - $10,361
-125 Reduced 2.94%
4,128 $339,000
Q3 2018

Nov 14, 2018
SELL
N/A
-2,683 Reduced 38.68%
4,253 $332,000
Q2 2018

Aug 13, 2018
SELL
N/A
-4,843 Reduced 41.12%
6,936 $542,000
Q1 2018

May 15, 2018
SELL
N/A
-7,003 Reduced 37.29%
11,779 $924,000
Q4 2017

Feb 13, 2018
BUY
N/A
18,782
18,782 $1.49 Million

Others Institutions Holding BSV

# of Institutions
1,257
Shares Held
375M
Call Options Held
0
Put Options Held
96.7K
View Full List

About VANGUARD BD INDEX FD INC SHORT

BSV Quotes by TradingView
  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email