Acima Private Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-443	Closed	-$53.9K	–	233
2022 Q3	$53.9K	Hold	443	–	–	0.03%	152
2022 Q2	$57.4K	Hold	443	–	–	0.03%	154
2022 Q1	$66K	Hold	443	–	–	0.03%	157
2021 Q4	$67K	Hold	443	–	–	0.03%	162
2021 Q3	$62K	Buy	+443	New	+$62.9K	0.03%	158

Other funds holding VOE

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

AWA

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Acima Private Wealth sold out of Vanguard Mid-Cap Value ETF (VOE) in Q4 2022, closing a stake of 443 shares — an estimated $53.9K sold.

Acima Private Wealth first reported a position in VOE in Q3 2021 and held it in 5 quarters. The position peaked at $67K in Q4 2021. 912 funds tracked by Wall St. Rank hold VOE as of Q4 2022.

Acima Private Wealth reported no remaining Vanguard Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Acima Private Wealth sold 443 Vanguard Mid-Cap Value ETF shares in Q4 2022, an estimated $53.9K.
Acima Private Wealth first reported a position in Vanguard Mid-Cap Value ETF in Q3 2021 and held it in 5 quarters.
Acima Private Wealth's Vanguard Mid-Cap Value ETF position peaked at $67K in Q4 2021.
912 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q4 2022.

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