ICA Group Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-180	Closed	-$9.14K	–	1320
2024 Q1	$9.14K	Sell	180 -30	-14%	-$1.45K	﹤0.01%	906
2023 Q4	$9.48K	Buy	+210	New	+$8.99K	﹤0.01%	887
2023 Q3	–	Sell	-30	Closed	-$1.27K	–	1204
2023 Q2	$1.27K	Hold	30	–	–	﹤0.01%	1178
2023 Q1	$1.15K	Hold	30	–	–	﹤0.01%	1140
2022 Q4	$1.11K	Buy	+30	New	+$1.08K	﹤0.01%	1169

Other funds holding VOOG

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

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

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

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

ICA Group Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2024, closing a stake of 180 shares — an estimated $9.14K sold.

ICA Group Wealth Management first reported a position in VOOG in Q4 2022 and held it in 5 quarters. The position peaked at $9.48K in Q4 2023. 478 funds tracked by Wall St. Rank hold VOOG as of Q2 2024.

ICA Group Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 180 Vanguard S&P 500 Growth ETF shares in Q2 2024, an estimated $9.14K.
ICA Group Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $9.48K in Q4 2023.
478 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2024.

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