ICA Group Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$457K	Sell	7,532 -1,616	-18%	-$98.2K	0.27%	57
2024 Q1	$572K	Buy	9,148 +8	+0.1%	+$473	0.11%	156
2023 Q4	$533K	Buy	9,140 +140	+2%	+$7.48K	0.12%	150
2023 Q3	$465K	Buy	9,000 +6,100	+210%	+$335K	0.13%	141
2023 Q2	$160K	Buy	2,900 +364	+14%	+$19.1K	0.04%	261
2023 Q1	$134K	Buy	2,536 +560	+28%	+$29.8K	0.03%	290
2022 Q4	$101K	Sell	1,976 -3,164	-62%	-$161K	0.02%	364
2022 Q3	$242K	Buy	5,140 +664	+15%	+$34.7K	0.05%	306
2022 Q2	$248K	Buy	4,476 +212	+5%	+$11.5K	0.05%	317
2022 Q1	$233K	Buy	+4,264	New	+$250K	0.04%	327

Other funds holding VO

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

ICA Group Wealth Management reduced its Vanguard Mid-Cap ETF (VO) stake by 18% in Q2 2024, selling an estimated $98.2K and leaving 7,532 shares worth $457K. The position accounts for 0.27% of the portfolio, ranked #57.

ICA Group Wealth Management first reported a position in VO in Q1 2022 and has held it in 10 quarters since. The position peaked at $572K in Q1 2024. 1,882 funds tracked by Wall St. Rank hold VO as of Q2 2024.

ICA Group Wealth Management held 7,532 shares of Vanguard Mid-Cap ETF worth $457K as of Q2 2024.
ICA Group Wealth Management sold 1,616 Vanguard Mid-Cap ETF shares in Q2 2024, an estimated $98.2K.
Vanguard Mid-Cap ETF made up 0.27% of ICA Group Wealth Management's portfolio in Q2 2024, its #57 holding.
ICA Group Wealth Management first reported a position in Vanguard Mid-Cap ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Vanguard Mid-Cap ETF position peaked at $572K in Q1 2024.
1,882 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2024.

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