Beaird Harris Wealth Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
11,870
-150
| -1% | -$6.24K | 0.04% | 91 |
|
|
2025
Q1 | $498K | Sell |
12,020
-336
| -3% | -$13.9K | 0.04% | 83 |
|
|
2024
Q4 | $501K | Hold |
12,356
| – | – | 0.04% | 86 |
|
|
2024
Q3 | $525K | Sell |
12,356
-40
| -0.3% | -$1.7K | 0.05% | 86 |
|
|
2024
Q2 | $506K | Sell |
12,396
-1,548
| -11% | -$63.1K | 0.05% | 76 |
|
|
2024
Q1 | $575K | Buy |
13,944
+2,804
| +25% | +$116K | 0.06% | 70 |
|
|
2023
Q4 | $466K | Buy |
+11,140
| New | +$466K | 0.05% | 69 |
|