SEC 13F Intelligence

Ica Group Wealth Management, LLC / VGT

Ica Group Wealth Management, LLC’s Vanguard World Fd Position

Does Ica Group Wealth Management, LLC own Vanguard World Fd (VGT)? Yes — 5.0K shares worth $3M (+1.74% of its 13F portfolio) as of Q2 2024, down from 15.0K shares the prior filed quarter.

Position Value
$3M
Q2 2024
Shares
5.0K
% of Portfolio
+1.74%
Quarters Held
7
currently held

Position History VGT

Reported value by quarter
Q3 ’22: $7MQ3 ’22Q4 ’22: $6MQ4 ’22Q1 ’23: $7MQ1 ’23Q2 ’23: $7MQ2 ’23Q3 ’23: $6MQ3 ’23Q1 ’24: $8MQ1 ’24Q2 ’24: $3MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20245.0K$3M+1.74%
Q1 202415.0K$8M+1.58%
Q3 202314.5K$6M+1.69%
Q2 202314.8K$7M+1.65%
Q1 202317.6K$7M+1.62%
Q4 202218.9K$6M+1.42%
Q3 202221.8K$7M+1.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ica Group Wealth Management, LLC’s full portfolio or all institutional holders of VGT.