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Acima Private Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Acima Private Wealth’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-660
Closed -$22K – 244
2020
Q2 		$22K Hold
660
– – 0.01% 195
2020
Q1 		$17K Hold
660
– – 0.01% 206
2019
Q4 		$20K Hold
660
– – 0.01% 225
2019
Q3 		$18K Hold
660
– – 0.01% 219
2019
Q2 		$18K Hold
660
– – 0.01% 203
2019
Q1 		$17K Hold
660
– – 0.01% 203
2018
Q4 		$15K Buy
+660
New +$16K 0.01% 203

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Acima Private Wealth's VUG Position: Q3 2020 in Review

Acima Private Wealth sold out of Vanguard Morningstar Growth ETF (VUG) in Q3 2020, closing a stake of 660 shares — an estimated $22K sold.

Acima Private Wealth first reported a position in VUG in Q4 2018 and held it in 7 quarters. The position peaked at $22K in Q2 2020. 1,186 funds tracked by Wall St. Rank hold VUG as of Q3 2020.

  • Acima Private Wealth reported no remaining Vanguard Morningstar Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Acima Private Wealth sold 660 Vanguard Morningstar Growth ETF shares in Q3 2020, an estimated $22K.
  • Acima Private Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and held it in 7 quarters.
  • Acima Private Wealth's Vanguard Morningstar Growth ETF position peaked at $22K in Q2 2020.
  • 1,186 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2020.

Based on Acima Private Wealth's 13F filing for Q3 2020, filed 14 May 2021.