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Acima Private Wealth’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Acima Private Wealth’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,190
Closed -$58K – 305
2019
Q3 		$58K Buy
+1,190
New +$58.8K 0.04% 184

Other funds holding VTIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Acima Private Wealth sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2019, closing a stake of 1,190 shares — an estimated $58K sold.

Acima Private Wealth first reported a position in VTIP in Q3 2019 and held it in 1 quarter. The position peaked at $58K in Q3 2019. 352 funds tracked by Wall St. Rank hold VTIP as of Q4 2019.

  • Acima Private Wealth reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2019 after selling out during the quarter.
  • Acima Private Wealth sold 1,190 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2019, an estimated $58K.
  • Acima Private Wealth first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2019 and held it in 1 quarter.
  • Acima Private Wealth's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $58K in Q3 2019.
  • 352 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2019.

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