Icon Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 428 shares of VNQ stock, worth $38,267. This represents 0.0% of its overall portfolio holdings.

Number of Shares
428
Previous 1,905 77.53%
Holding current value
$38,267
Previous $159,000 74.21%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$82.97 - $98.97 $122,546 - $146,178
1,477 Added 345.09%
1,905 $185,000
Q3 2024

Nov 12, 2024
SELL
$82.97 - $98.97 $122,546 - $146,178
-1,477 Reduced 77.53%
428 $41,000
Q2 2024

Aug 14, 2024
SELL
$78.61 - $85.97 $79,710 - $87,173
-1,014 Reduced 34.74%
1,905 $159,000
Q4 2023

Feb 14, 2024
SELL
$71.05 - $89.54 $17,762 - $22,385
-250 Reduced 7.89%
2,919 $257,000
Q3 2022

Jan 25, 2023
BUY
$79.28 - $102.13 $251,238 - $323,649
3,169 New
3,169 $254,000

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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