Icon Wealth Partners, LLC Vanguard Specialized Funds Van Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,169 shares of VNQ stock, worth $283,910. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,169
Previous 3,169 -0.0%
Holding current value
$283,910
Previous $264,000 9.47%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

Apr 26, 2021
SELL
$81.97 - $92.98 $20,492 - $23,245
-250 Reduced 7.31%
3,169 $291,000
Q1 2020

Apr 17, 2020
BUY
$56.91 - $99.57 $14,227 - $24,892
250 Added 7.89%
3,419 $239,000
Q2 2019

Aug 13, 2019
SELL
N/A
-50 Reduced 1.55%
3,169 $277,000
Q4 2018

Feb 14, 2019
SELL
N/A
-863 Reduced 21.14%
3,219 $240,000
Q3 2018

Nov 14, 2018
BUY
N/A
15 Added 0.37%
4,082 $329,000
Q2 2018

Aug 13, 2018
BUY
N/A
10 Added 0.25%
4,067 $331,000
Q1 2018

May 15, 2018
BUY
N/A
9 Added 0.22%
4,057 $306,000
Q4 2017

Feb 13, 2018
BUY
N/A
4,048
4,048 $336,000

Others Institutions Holding VNQ

# of Institutions
1,938
Shares Held
237M
Call Options Held
1.07M
Put Options Held
1.31M
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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