ICA Group Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$21.3K	Sell	126 -113	-47%	-$19.1K	0.01%	352
2024 Q1	$41.9K	Hold	239	–	–	0.01%	597
2023 Q4	$39.3K	Buy	+239	New	+$35.1K	0.01%	570
2023 Q3	–	Sell	-239	Closed	-$35.6K	–	1220
2023 Q2	$35.6K	Hold	239	–	–	0.01%	567
2023 Q1	$33.5K	Sell	239 -276	-54%	-$39.2K	0.01%	558
2022 Q4	$73.1K	Buy	+515	New	+$69.8K	0.02%	427

Other funds holding VXF

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

ICA Group Wealth Management reduced its Vanguard Extended Market ETF (VXF) stake by 47% in Q2 2024, selling an estimated $19.1K and leaving 126 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #352.

ICA Group Wealth Management first reported a position in VXF in Q4 2022 and has held it in 6 quarters since. The position peaked at $73.1K in Q4 2022. 783 funds tracked by Wall St. Rank hold VXF as of Q2 2024.

ICA Group Wealth Management held 126 shares of Vanguard Extended Market ETF worth $21.3K as of Q2 2024.
ICA Group Wealth Management sold 113 Vanguard Extended Market ETF shares in Q2 2024, an estimated $19.1K.
Vanguard Extended Market ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #352 holding.
ICA Group Wealth Management first reported a position in Vanguard Extended Market ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's Vanguard Extended Market ETF position peaked at $73.1K in Q4 2022.
783 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2024.

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