Beaird Harris Wealth Management’s Avantis Core Municipal Fixed Income ETF AVMU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.8M | Sell |
240,550
-13,440
| -5% | -$602K | 0.83% | 23 |
|
2025
Q1 | $11.6M | Sell |
253,990
-2,377
| -0.9% | -$108K | 0.98% | 21 |
|
2024
Q4 | $11.8M | Sell |
256,367
-6,219
| -2% | -$287K | 1.02% | 21 |
|
2024
Q3 | $12.3M | Sell |
262,586
-11,402
| -4% | -$535K | 1.08% | 20 |
|
2024
Q2 | $12.6M | Buy |
273,988
+14,290
| +6% | +$659K | 1.19% | 21 |
|
2024
Q1 | $12.1M | Sell |
259,698
-1,242
| -0.5% | -$57.8K | 1.18% | 20 |
|
2023
Q4 | $12.2M | Buy |
+260,940
| New | +$12.2M | 1.28% | 20 |
|