Number of Shares
205,118.00
Current Holdings Value*
$7.18 Mil
% of Portfolio
2.58%
Total Estimate Gain
$717,130.92
% of Total Estimate Gain
9.88%

ACIMA PRIVATE WEALTH, LLC's Applied Finance Valuation Large Cap ETF Holding Summary

As of 2025-03-31, ACIMA PRIVATE WEALTH, LLC held 205,118.00 shares of Applied Finance Valuation Large Cap ETF(VSLU), totaling $7.18 Mil. This investment constitutes 2.58% of their stock portfolio, and ACIMA PRIVATE WEALTH, LLC now holds 3.18% of the outstanding Applied Finance Valuation Large Cap ETF(VSLU) stock.

The initial trade took place in 2024Q2. And since then ACIMA PRIVATE WEALTH, LLC has made 4 purchases of VSLU, at an average price of $35.39, for a total of 205,118.00 shares. Based on historical transaction data and VSLU's current price of $38.88, ACIMA PRIVATE WEALTH, LLC's estimated gain on his VSLU holdings is $717,130.92, reflecting a 9.88% gain to date.

ACIMA PRIVATE WEALTH, LLC VSLU ($38.88) Holding Chart

ACIMA PRIVATE WEALTH, LLC VSLU ($38.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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