Icon Wealth Partners, LLC Vanguard Mega Cap Growth ETF Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 1,245 shares of MGK stock, worth $398,175. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,245
Previous 1,095 13.7%
Holding current value
$398,175
Previous $257,000 9.73%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
BUY
$224.84 - $243.78 $33,726 - $36,567
150 Added 13.7%
1,245 $282,000
Q1 2023

May 11, 2023
SELL
$168.7 - $204.51 $23,280 - $28,222
-138 Reduced 11.19%
1,095 $223,000
Q1 2022

Apr 19, 2022
BUY
N/A
200 Added 19.36%
1,233 $290,000
Q4 2021

Jan 19, 2022
SELL
N/A
-100 Reduced 8.83%
1,033 $269,000
Q3 2021

Nov 15, 2021
SELL
N/A
-100 Reduced 8.11%
1,133 $266,000
Q2 2021

Jul 30, 2021
BUY
N/A
100 Added 8.83%
1,233 $285,000
Q3 2020

Oct 22, 2020
BUY
N/A
1,133 New
1,133 $0
Q2 2019

Aug 13, 2019
SELL
N/A
-1,233 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
900 Added 270.27%
1,233 $138,000
Q4 2017

Feb 13, 2018
BUY
N/A
333
333 $37,000

Others Institutions Holding MGK

# of Institutions
734
Shares Held
33.2M
Call Options Held
111K
Put Options Held
419K
View Full List

About VANGUARD MEGA CAP GROWTH ETF

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