AWA
Aaron Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-63,778
| Closed | -$3.29M | – | 311 |
|
|
2023
Q4 | $3.29M | Sell |
63,778
-21,682
| -25% | -$1.12M | 0.55% | 27 |
|
|
2023
Q3 | $4.19M | Hold |
85,460
| – | – | 0.54% | 31 |
|
|
2023
Q2 | $4.39M | Hold |
85,460
| – | – | 0.57% | 34 |
|
|
2023
Q1 | $4.42M | Hold |
85,460
| – | – | 0.61% | 37 |
|
|
2022
Q4 | $4.32M | Hold |
85,460
| – | – | 0.63% | 35 |
|
|
2022
Q3 | $4.27M | Buy |
85,460
+12,838
| +18% | +$641K | 0.79% | 31 |
|
|
2022
Q2 | $3.91M | Sell |
72,622
-12,242,484
| -99% | -$659M | 0.98% | 26 |
|
|
2022
Q1 | $215M | Buy |
12,315,106
+12,100,031
| +5,626% | +$211M | 2.97% | 8 |
|
|
2021
Q4 | $13.4M | Sell |
215,075
-4,323
| -2% | -$270K | 3.75% | 6 |
|
|
2021
Q3 | $13.7M | Buy |
219,398
+73,118
| +50% | +$4.57M | 3.87% | 6 |
|
|
2021
Q2 | $9.3M | Buy |
146,280
+3,600
| +3% | +$229K | 3.06% | 8 |
|
|
2021
Q1 | $8.87M | Sell |
142,680
-10,434
| -7% | -$648K | 3.25% | 9 |
|
|
2020
Q4 | $9.42M | Buy |
+153,114
| New | +$9.42M | 3.45% | 8 |
|