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
2,654
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email