ICA Group Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-218	Closed	-$51.4K	–	1322
2024 Q1	$51.4K	Hold	218	–	–	0.01%	553
2023 Q4	$47.9K	Buy	+218	New	+$43.6K	0.01%	529
2023 Q3	–	Sell	-218	Closed	-$44.9K	–	1206
2023 Q2	$44.9K	Hold	218	–	–	0.01%	511
2023 Q1	$42.5K	Hold	218	–	–	0.01%	518
2022 Q4	$39.2K	Buy	+218	New	+$39.5K	0.01%	564

Other funds holding VOT

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

ICA Group Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2024, closing a stake of 218 shares — an estimated $51.4K sold.

ICA Group Wealth Management first reported a position in VOT in Q4 2022 and held it in 5 quarters. The position peaked at $51.4K in Q1 2024. 863 funds tracked by Wall St. Rank hold VOT as of Q2 2024.

ICA Group Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 218 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $51.4K.
ICA Group Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $51.4K in Q1 2024.
863 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2024.

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