AWA
Acorn Wealth Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
10,342
-1,721
| -14% | -$43.9K | 0.1% | 201 |
|
|
2025
Q1 | $308K | Sell |
12,063
-99
| -0.8% | -$2.53K | 0.13% | 163 |
|
|
2024
Q4 | $310K | Sell |
12,162
-45
| -0.4% | -$1.15K | 0.13% | 161 |
|
|
2024
Q3 | $311K | Buy |
12,207
+1,396
| +13% | +$35.6K | 0.13% | 162 |
|
|
2024
Q2 | $276K | Buy |
10,811
+2,141
| +25% | +$54.6K | 0.14% | 155 |
|
|
2024
Q1 | $221K | Buy |
+8,670
| New | +$221K | 0.12% | 185 |
|