Icon Wealth Partners, LLC Vanguard S&P Small Cap 600 Val Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 4,438 shares of VIOV stock, worth $415,441. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,438
Previous 4,438 -0.0%
Holding current value
$415,441
Previous $364,000 6.32%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023
BUY
$76.95 - $184.17 $170,752 - $408,673
2,219 Added 100.0%
4,438 $358,000
Q2 2020

Jul 14, 2020
BUY
$39.33 - $60.2 $87,273 - $133,583
2,219 New
2,219 $232,000
Q1 2020

Apr 17, 2020
SELL
$38.21 - $70.04 $84,787 - $155,418
-2,219 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
2,219
2,219 $294,000

Others Institutions Holding VIOV

# of Institutions
206
Shares Held
6.6M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P SMALL CAP 600 VAL

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