Axxcess Wealth Management’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.66M | Buy |
56,498
+173
| +0.3% | +$8.14K | 0.06% | 238 |
|
2025
Q1 | $2.63M | Buy |
56,325
+51
| +0.1% | +$2.38K | 0.07% | 216 |
|
2024
Q4 | $2.6M | Sell |
56,274
-384
| -0.7% | -$17.7K | 0.06% | 228 |
|
2024
Q3 | $2.67M | Sell |
56,658
-19,893
| -26% | -$938K | 0.07% | 217 |
|
2024
Q2 | $3.53M | Buy |
76,551
+71,752
| +1,495% | +$3.31M | 0.09% | 173 |
|
2024
Q1 | $222K | Buy |
+4,799
| New | +$222K | 0.01% | 779 |
|