AWA
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Acorn Wealth Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Acorn Wealth Advisors’s Portfolio EVTR Stock Details EVTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,479
Closed -$227K – 265
2025
Q1 		$227K Buy
4,479
+229
+5% +$11.6K 0.09% 218
2024
Q4 		$212K Buy
+4,250
New +$212K 0.09% 224