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ICA Group Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

ICA Group Wealth Management’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$865 Sell
15
-160
-91% -$9.15K ﹤0.01% 736
2024
Q1 		$10.4K Hold
175
– – ﹤0.01% 878
2023
Q4 		$10.8K Buy
+175
New +$9.89K ﹤0.01% 858
2023
Q3 		– Sell
-64
Closed -$4.07K – 1194
2023
Q2 		$4.07K Buy
+64
New +$4.1K ﹤0.01% 1023

Other funds holding VGLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

ICA Group Wealth Management reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 91% in Q2 2024, selling an estimated $9.15K and leaving 15 shares worth $865. The position accounts for ﹤0.01% of the portfolio, ranked #736.

ICA Group Wealth Management first reported a position in VGLT in Q2 2023 and has held it in 4 quarters since. The position peaked at $10.8K in Q4 2023. 368 funds tracked by Wall St. Rank hold VGLT as of Q2 2024.

  • ICA Group Wealth Management held 15 shares of Vanguard Long-Term Treasury ETF worth $865 as of Q2 2024.
  • ICA Group Wealth Management sold 160 Vanguard Long-Term Treasury ETF shares in Q2 2024, an estimated $9.15K.
  • Vanguard Long-Term Treasury ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #736 holding.
  • ICA Group Wealth Management first reported a position in Vanguard Long-Term Treasury ETF in Q2 2023 and has held it in 4 quarters since.
  • ICA Group Wealth Management's Vanguard Long-Term Treasury ETF position peaked at $10.8K in Q4 2023.
  • 368 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2024.

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