Carson Wealth (CWM LLC)’s Avantis Core Fixed Income ETF AVIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
8,725
-1,502
| -15% | -$62.5K | ﹤0.01% | 1745 |
|
|
2025
Q1 | $423K | Hold |
10,227
| – | – | ﹤0.01% | 1521 |
|
|
2024
Q4 | $415K | Sell |
10,227
-137
| -1% | -$5.56K | ﹤0.01% | 1459 |
|
|
2024
Q3 | $441K | Sell |
10,364
-1,303
| -11% | -$55.4K | ﹤0.01% | 1370 |
|
|
2024
Q2 | $476K | Sell |
11,667
-2,461
| -17% | -$100K | ﹤0.01% | 1212 |
|
|
2024
Q1 | $583K | Sell |
14,128
-5,551
| -28% | -$229K | ﹤0.01% | 1074 |
|
|
2023
Q4 | $823K | Sell |
19,679
-1,494
| -7% | -$62.5K | ﹤0.01% | 884 |
|
|
2023
Q3 | $839K | Buy |
+21,173
| New | +$839K | 0.01% | 810 |
|