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Acima Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Acima Private Wealth’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,650
Closed -$323K – 238
2023
Q4 		$323K Buy
3,650
+188
+5% +$14.9K 0.13% 102
2023
Q3 		$262K Buy
+3,462
New +$285K 0.12% 114
2022
Q4 		– Sell
-583
Closed -$46.7K – 232
2022
Q3 		$46.7K Hold
583
– – 0.02% 158
2022
Q2 		$53.1K Hold
583
– – 0.03% 156
2022
Q1 		$63K Hold
583
– – 0.03% 160
2021
Q4 		$68K Buy
+583
New +$63.7K 0.03% 161
2019
Q1 		– Sell
-4,507
Closed -$336K – 300
2018
Q4 		$336K Buy
+4,507
New +$355K 0.33% 72

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Acima Private Wealth's VNQ Position: Q1 2024 in Review

Acima Private Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 3,650 shares — an estimated $323K sold.

Acima Private Wealth first reported a position in VNQ in Q4 2018 and held it in 7 quarters. The position peaked at $336K in Q4 2018. 1,633 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • Acima Private Wealth reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Acima Private Wealth sold 3,650 Vanguard Real Estate ETF shares in Q1 2024, an estimated $323K.
  • Acima Private Wealth first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 7 quarters.
  • Acima Private Wealth's Vanguard Real Estate ETF position peaked at $336K in Q4 2018.
  • 1,633 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.