ICA Group Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$4.54K	Hold	78	–	–	﹤0.01%	593
2024 Q1	$4.57K	Buy	+78	New	+$4.58K	﹤0.01%	1055
2023 Q3	–	Sell	-27	Closed	-$1.58K	–	1193
2023 Q2	$1.58K	Buy	+27	New	+$1.61K	﹤0.01%	1152
2023 Q1	–	Sell	-29	Closed	-$1.7K	–	1371
2022 Q4	$1.7K	Buy	+29	New	+$1.7K	﹤0.01%	1128

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

ICA Group Wealth Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2024 at 78 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

ICA Group Wealth Management first reported a position in VGIT in Q4 2022 and has held it in 4 quarters since. The position peaked at $4.57K in Q1 2024. 676 funds tracked by Wall St. Rank hold VGIT as of Q2 2024.

ICA Group Wealth Management held 78 shares of Vanguard Intermediate-Term Treasury ETF worth $4.54K as of Q2 2024.
ICA Group Wealth Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2024.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #593 holding.
ICA Group Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 4 quarters since.
ICA Group Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $4.57K in Q1 2024.
676 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2024.

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