ICA Group Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$4.94K	Sell	59 -949	-94%	-$78.4K	﹤0.01%	586
2024 Q1	$87.2K	Buy	1,008 +17	+2%	+$1.45K	0.02%	429
2023 Q4	$87.6K	Buy	+991	New	+$78.5K	0.02%	386
2023 Q3	–	Sell	-1,697	Closed	-$142K	–	1202
2023 Q2	$142K	Sell	1,697 -251	-13%	-$20.6K	0.04%	272
2023 Q1	$162K	Sell	1,948 -177	-8%	-$15.2K	0.04%	262
2022 Q4	$177K	Sell	2,125 -1,140	-35%	-$94.5K	0.04%	269
2022 Q3	$262K	Buy	3,265 +685	+27%	+$64.1K	0.06%	290
2022 Q2	$257K	Buy	2,580 +9	+0.4%	+$897	0.05%	310
2022 Q1	$252K	Buy	+2,571	New	+$272K	0.05%	315

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

ICA Group Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 94% in Q2 2024, selling an estimated $78.4K and leaving 59 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

ICA Group Wealth Management first reported a position in VNQ in Q1 2022 and has held it in 9 quarters since. The position peaked at $262K in Q3 2022. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

ICA Group Wealth Management held 59 shares of Vanguard Real Estate ETF worth $4.94K as of Q2 2024.
ICA Group Wealth Management sold 949 Vanguard Real Estate ETF shares in Q2 2024, an estimated $78.4K.
Vanguard Real Estate ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #586 holding.
ICA Group Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's Vanguard Real Estate ETF position peaked at $262K in Q3 2022.
1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

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