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Acima Private Wealth’s Vanguard Value ETF VTV Stock Holding History

Acima Private Wealth’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15
Closed -$2.24K – 239
2023
Q4 		$2.24K Hold
15
– – ﹤0.01% 231
2023
Q3 		$2.07K Hold
15
– – ﹤0.01% 241
2023
Q2 		$2.13K Hold
15
– – ﹤0.01% 252
2023
Q1 		$2.07K Buy
+15
New +$2.1K ﹤0.01% 271

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Acima Private Wealth sold out of Vanguard Value ETF (VTV) in Q1 2024, closing a stake of 15 shares — an estimated $2.24K sold.

Acima Private Wealth first reported a position in VTV in Q1 2023 and held it in 4 quarters. The position peaked at $2.24K in Q4 2023. 2,057 funds tracked by Wall St. Rank hold VTV as of Q1 2024.

  • Acima Private Wealth reported no remaining Vanguard Value ETF position as of Q1 2024 after selling out during the quarter.
  • Acima Private Wealth sold 15 Vanguard Value ETF shares in Q1 2024, an estimated $2.24K.
  • Acima Private Wealth first reported a position in Vanguard Value ETF in Q1 2023 and held it in 4 quarters.
  • Acima Private Wealth's Vanguard Value ETF position peaked at $2.24K in Q4 2023.
  • 2,057 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2024.

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