Icon Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 2,016 shares of VYM stock, worth $272,280. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,016
Previous 2,175 7.31%
Holding current value
$272,280
Previous $230,000 9.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2023
SELL
$103.32 - $110.34 $16,427 - $17,544
-159 Reduced 7.31%
2,016 $208,000
Q2 2023

Aug 03, 2023
BUY
$101.36 - $107.68 $220,458 - $234,204
2,175 New
2,175 $230,000
Q2 2019

Aug 13, 2019
SELL
N/A
-313 Closed
0 $0
Q1 2019

May 09, 2019
BUY
N/A
313 New
313 $27,000
Q3 2018

Nov 14, 2018
SELL
N/A
-308 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
308 New
308 $26,000
Q1 2018

May 15, 2018
SELL
N/A
-303 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
303
303 $26,000

Others Institutions Holding VYM

# of Institutions
1,935
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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