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Acima Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Acima Private Wealth’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-382
Closed -$23K – 303
2019
Q3 		$23K Buy
+382
New +$23.3K 0.02% 214

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Acima Private Wealth's VGSH Position: Q4 2019 in Review

Acima Private Wealth sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2019, closing a stake of 382 shares — an estimated $23K sold.

Acima Private Wealth first reported a position in VGSH in Q3 2019 and held it in 1 quarter. The position peaked at $23K in Q3 2019. 288 funds tracked by Wall St. Rank hold VGSH as of Q4 2019.

  • Acima Private Wealth reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • Acima Private Wealth sold 382 Vanguard Short-Term Treasury ETF shares in Q4 2019, an estimated $23K.
  • Acima Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q3 2019 and held it in 1 quarter.
  • Acima Private Wealth's Vanguard Short-Term Treasury ETF position peaked at $23K in Q3 2019.
  • 288 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2019.

Based on Acima Private Wealth's 13F filing for Q4 2019, filed 24 Jan 2020.