Icon Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,022 shares of VIG stock, worth $550,457. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,022
Previous 3,022 -0.0%
Holding current value
$550,457
Previous $490,000 4.29%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 19, 2022
BUY
N/A
125 Added 4.31%
3,022 $519,000
Q3 2021

Nov 15, 2021
SELL
N/A
-300 Reduced 9.38%
2,897 $445,000
Q2 2019

Aug 13, 2019
SELL
N/A
-112 Reduced 3.38%
3,197 $368,000
Q3 2018

Nov 14, 2018
BUY
N/A
112 Added 3.5%
3,309 $366,000
Q4 2017

Feb 13, 2018
BUY
N/A
3,197
3,197 $326,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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