Beaird Harris Wealth Management’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Hold |
3,402
| – | – | 0.01% | 141 |
|
|
2025
Q1 | $159K | Buy |
3,402
+425
| +14% | +$19.9K | 0.01% | 135 |
|
|
2024
Q4 | $137K | Hold |
2,977
| – | – | 0.01% | 145 |
|
|
2024
Q3 | $140K | Hold |
2,977
| – | – | 0.01% | 154 |
|
|
2024
Q2 | $137K | Sell |
2,977
-3,446
| -54% | -$159K | 0.01% | 145 |
|
|
2024
Q1 | $297K | Hold |
6,423
| – | – | 0.03% | 95 |
|
|
2023
Q4 | $298K | Buy |
+6,423
| New | +$298K | 0.03% | 86 |
|