AWA
Aquire Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Buy |
19,259
+48
| +0.2% | +$2.18K | 0.24% | 24 |
|
|
2025
Q1 | $874K | Sell |
19,211
-5,696
| -23% | -$259K | 0.27% | 23 |
|
|
2024
Q4 | $1.15M | Sell |
24,907
-16,043
| -39% | -$740K | 0.36% | 22 |
|
|
2024
Q3 | $1.92M | Sell |
40,950
-77
| -0.2% | -$3.62K | 0.6% | 20 |
|
|
2024
Q2 | $1.88M | Buy |
41,027
+140
| +0.3% | +$6.42K | 0.63% | 20 |
|
|
2024
Q1 | $1.9M | Sell |
40,887
-1,378
| -3% | -$64.1K | 0.66% | 20 |
|
|
2023
Q4 | $1.99M | Sell |
42,265
-556
| -1% | -$26.1K | 0.76% | 19 |
|
|
2023
Q3 | $1.89M | Sell |
42,821
-7,819
| -15% | -$345K | 0.79% | 19 |
|
|
2023
Q2 | $2.33M | Sell |
50,640
-2,941
| -5% | -$135K | 0.93% | 19 |
|
|
2023
Q1 | $2.49M | Buy |
53,581
+159
| +0.3% | +$7.39K | 1.09% | 19 |
|
|
2022
Q4 | $4.9M | Sell |
53,422
-1,129
| -2% | -$103K | 2.44% | 10 |
|
|
2022
Q3 | $2.38M | Sell |
54,551
-1,193
| -2% | -$51.9K | 1.38% | 21 |
|
|
2022
Q2 | $2.55M | Sell |
55,744
-7,464
| -12% | -$341K | 1.49% | 20 |
|
|
2022
Q1 | $2.99M | Buy |
63,208
+1,026
| +2% | +$48.6K | 1.59% | 18 |
|
|
2021
Q4 | $3.19M | Buy |
+62,182
| New | +$3.19M | 1.67% | 18 |
|