ICA Group Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-49	Closed	-$2.35K	–	1325
2024 Q1	$2.35K	Hold	49	–	–	﹤0.01%	1158
2023 Q4	$2.33K	Buy	+49	New	+$2.32K	﹤0.01%	1159
2023 Q3	–	Sell	-1,126	Closed	-$53.4K	–	1215
2023 Q2	$53.4K	Hold	1,126	–	–	0.01%	481
2023 Q1	$53.8K	Buy	+1,126	New	+$53K	0.01%	473

Other funds holding VTIP

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

ICA Group Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2024, closing a stake of 49 shares — an estimated $2.35K sold.

ICA Group Wealth Management first reported a position in VTIP in Q1 2023 and held it in 4 quarters. The position peaked at $53.8K in Q1 2023. 729 funds tracked by Wall St. Rank hold VTIP as of Q2 2024.

ICA Group Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 49 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2024, an estimated $2.35K.
ICA Group Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023 and held it in 4 quarters.
ICA Group Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $53.8K in Q1 2023.
729 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2024.

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