AWA
Acorn Wealth Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
14,453
-720
| -5% | -$12.3K | 0.09% | 210 |
|
|
2025
Q1 | $254K | Sell |
15,173
-621
| -4% | -$10.4K | 0.11% | 197 |
|
|
2024
Q4 | $272K | Sell |
15,794
-201
| -1% | -$3.47K | 0.11% | 188 |
|
|
2024
Q3 | $292K | Buy |
15,995
+2,685
| +20% | +$49K | 0.13% | 174 |
|
|
2024
Q2 | $230K | Buy |
13,310
+3
| +0% | +$52 | 0.11% | 181 |
|
|
2024
Q1 | $235K | Sell |
13,307
-317
| -2% | -$5.61K | 0.12% | 175 |
|
|
2023
Q4 | $234K | Sell |
13,624
-369
| -3% | -$6.34K | 0.14% | 164 |
|
|
2023
Q3 | $235K | Buy |
13,993
+432
| +3% | +$7.26K | 0.16% | 154 |
|
|
2023
Q2 | $240K | Buy |
+13,561
| New | +$240K | 0.16% | 144 |
|