Acima Private Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Acima Private Wealth’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,199	Closed	-$116K	–	231
2022 Q3	$116K	Hold	3,199	–	–	0.06%	133
2022 Q2	$131K	Hold	3,199	–	–	0.07%	135
2022 Q1	$154K	Sell	3,199 -825	-21%	-$40.1K	0.07%	135
2021 Q4	$205K	Buy	4,024 +825	+26%	+$42.4K	0.09%	130
2021 Q3	$162K	Buy	+3,199	New	+$166K	0.07%	133
2020 Q2	–	Sell	-850	Closed	-$28K	–	266
2020 Q1	$28K	Sell	850 -3,544	-81%	-$142K	0.02%	187
2019 Q4	$194K	Sell	4,394 -2,366	-35%	-$101K	0.13%	138
2019 Q3	$277K	Buy	6,760 +3,748	+124%	+$153K	0.21%	103
2019 Q2	$126K	Hold	3,012	–	–	0.1%	144
2019 Q1	$123K	Hold	3,012	–	–	0.11%	142
2018 Q4	$112K	Buy	+3,012	New	+$119K	0.11%	146

Other funds holding VEA

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Acima Private Wealth's VEA Position: Q4 2022 in Review

Acima Private Wealth sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2022, closing a stake of 3,199 shares — an estimated $116K sold.

Acima Private Wealth first reported a position in VEA in Q4 2018 and held it in 11 quarters. The position peaked at $277K in Q3 2019. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

Acima Private Wealth reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2022 after selling out during the quarter.
Acima Private Wealth sold 3,199 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $116K.
Acima Private Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and held it in 11 quarters.
Acima Private Wealth's Vanguard FTSE Developed Markets ETF position peaked at $277K in Q3 2019.
1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Acima Private Wealth's 13F filing for Q4 2022, filed 29 Feb 2024.