Acima Private Wealth’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.13M Buy
233,264
+28,146
+14% +$1.1M 3.11% 10
2025
Q1
$7.18M Buy
205,118
+115,049
+128% +$4.03M 2.58% 11
2024
Q4
$3.3M Buy
90,069
+21,430
+31% +$784K 1.11% 23
2024
Q3
$2.47M Buy
68,639
+644
+0.9% +$23.2K 0.83% 28
2024
Q2
$2.33M Buy
+67,995
New +$2.33M 0.85% 28