ICA Group Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

ICA Group Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$29.2K	Sell	590 -60,919	-99%	-$3.03M	0.02%	308
2024 Q1	$3.09M	Sell	61,509 -2,498	-4%	-$121K	0.62%	35
2023 Q4	$3.07M	Sell	64,007 -558	-0.9%	-$25K	0.68%	33
2023 Q3	$2.82M	Sell	64,565 -3,502	-5%	-$160K	0.79%	28
2023 Q2	$3.14M	Buy	68,067 +56,368	+482%	+$2.59M	0.79%	27
2023 Q1	$528K	Sell	11,699 -56,726	-83%	-$2.53M	0.13%	143
2022 Q4	$2.87M	Sell	68,425 -6,254	-8%	-$253K	0.67%	30
2022 Q3	$2.71M	Sell	74,679 -1,517	-2%	-$61.8K	0.58%	37
2022 Q2	$3.23M	Sell	76,196 -6,870	-8%	-$305K	0.6%	37
2022 Q1	$3.78M	Buy	+83,066	New	+$4.04M	0.72%	34

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ICA Group Wealth Management's VEA Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 99% in Q2 2024, selling an estimated $3.03M and leaving 590 shares worth $29.2K. The position accounts for 0.02% of the portfolio, ranked #308.

ICA Group Wealth Management first reported a position in VEA in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.78M in Q1 2022. 2,157 funds tracked by Wall St. Rank hold VEA as of Q2 2024.

ICA Group Wealth Management held 590 shares of Vanguard FTSE Developed Markets ETF worth $29.2K as of Q2 2024.
ICA Group Wealth Management sold 60,919 Vanguard FTSE Developed Markets ETF shares in Q2 2024, an estimated $3.03M.
Vanguard FTSE Developed Markets ETF made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #308 holding.
ICA Group Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $3.78M in Q1 2022.
2,157 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.