BWA
Beam Wealth Advisors’s VanEck Inflation Allocation ETF RAAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Buy |
657,734
+129,497
| +25% | +$4.02M | 6.09% | 2 |
|
|
2025
Q1 | $16.1M | Buy |
528,237
+24,065
| +5% | +$732K | 5.42% | 3 |
|
|
2024
Q4 | $14.2M | Buy |
504,172
+124,376
| +33% | +$3.51M | 4.5% | 3 |
|
|
2024
Q3 | $11M | Buy |
379,796
+10,734
| +3% | +$311K | 3.33% | 6 |
|
|
2024
Q2 | $10.1M | Buy |
+369,062
| New | +$10.1M | 3.35% | 6 |
|