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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$54.5K	Hold	361	–	–	0.03%	233
2024 Q1	$56.5K	Buy	361 +1	+0.3%	+$147	0.01%	531
2023 Q4	$52.3K	Buy	+360	New	+$48.4K	0.01%	510
2022 Q4	–	Sell	-3,172	Closed	-$386K	–	1338
2022 Q3	$386K	Buy	3,172 +315	+11%	+$42.6K	0.08%	221
2022 Q2	$410K	Buy	2,857 +68	+2%	+$9.62K	0.08%	220
2022 Q1	$403K	Buy	+2,789	New	+$410K	0.08%	222

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

ICA Group Wealth Management held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q2 2024 at 361 shares worth $54.5K. The position accounts for 0.03% of the portfolio, ranked #233.

ICA Group Wealth Management first reported a position in VOE in Q1 2022 and has held it in 6 quarters since. The position peaked at $410K in Q2 2022. 981 funds tracked by Wall St. Rank hold VOE as of Q2 2024.

ICA Group Wealth Management held 361 shares of Vanguard Mid-Cap Value ETF worth $54.5K as of Q2 2024.
ICA Group Wealth Management left its Vanguard Mid-Cap Value ETF share count unchanged in Q2 2024.
Vanguard Mid-Cap Value ETF made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #233 holding.
ICA Group Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q1 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $410K in Q2 2022.
981 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2024.

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