ICA Group Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$464	Buy	+8	New	+$462	﹤0.01%	763
2023 Q3	–	Sell	-343	Closed	-$19.8K	–	1195
2023 Q2	$19.8K	Buy	+343	New	+$20K	0.01%	695

Other funds holding VGSH

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

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

ICA Group Wealth Management opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2024: 8 shares worth $464. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: ICA Group Wealth Management previously reported a position in VGSH as recently as Q2 2023.

ICA Group Wealth Management first reported a position in VGSH in Q2 2023 and has held it in 2 quarters since. The position peaked at $19.8K in Q2 2023. 844 funds tracked by Wall St. Rank hold VGSH as of Q2 2024.

ICA Group Wealth Management held 8 shares of Vanguard Short-Term Treasury ETF worth $464 as of Q2 2024.
Vanguard Short-Term Treasury ETF was a new ICA Group Wealth Management position in Q2 2024.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #763 holding.
ICA Group Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 2 quarters since.
ICA Group Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $19.8K in Q2 2023.
844 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2024.

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