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Acorn Wealth Advisors, LLC → MS-PQ

Acorn Wealth Advisors, LLC MS-PQ Position History

MS-PQ

Quarters held
5
Latest value
$5.1M
Q3 2026
Peak value
$5.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.8M
Q4 2025$3.5M
Q1 2026$4.2M
Q2 2026$5M
Q3 2026$5.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.1M106.8K——
Q2 2026$5M97.8K——
Q1 2026$4.2M83.1K——
Q4 2025$3.5M68.9K——
Q3 2025$2.8M54.2K——

Other funds holding MS-PQ

Other Acorn Wealth Advisors, LLC positions

VGES

VANGUARD BD INDEX FDS

$20.2M
VGES

VANGUARD BD INDEX FDS

$19.7M
VGES

VANGUARD BD INDEX FDS

$19.6M
VGES

VANGUARD BD INDEX FDS

$18.3M
VGES

VANGUARD BD INDEX FDS

$18.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$13M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.6M