Icon Wealth Partners, LLC Vanguard Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 7,440 shares of VGSH stock, worth $431,296. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,440
Previous 7,705 3.44%
Holding current value
$431,296
Previous $444,000 3.6%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2023
SELL
$57.47 - $57.91 $15,229 - $15,346
-265 Reduced 3.44%
7,440 $428,000
Q2 2023

Aug 03, 2023
BUY
$57.72 - $58.69 $311,226 - $316,456
5,392 Added 233.12%
7,705 $444,000
Q1 2023

May 11, 2023
BUY
$57.32 - $58.77 $132,581 - $135,935
2,313 New
2,313 $135,000
Q3 2021

Nov 15, 2021
SELL
N/A
-5,812 Closed
0 $0
Q2 2021

Jul 30, 2021
BUY
N/A
5,812 New
5,812 $357,000

Others Institutions Holding VGSH

# of Institutions
887
Shares Held
240M
Call Options Held
39.3K
Put Options Held
58.6K
View Full List

About VANGUARD

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