VWA
EFR

V Wealth Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

V Wealth Advisors’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-50,000
Closed -$671K – 419
2022
Q1 		$671K Buy
50,000
+20,000
+67% +$268K 0.11% 201
2021
Q4 		$443K Sell
30,000
-425
-1% -$6.28K 0.06% 278
2021
Q3 		$445K Buy
+30,425
New +$445K 0.07% 287