DWM
Dogwood Wealth Management’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 | $5.23M | Sell |
127,151
-7,821
| -6% | -$322K | 2.55% | 14 |
|
|
2025
Q1 | $5.59M | Sell |
134,972
-7,754
| -5% | -$321K | 2.94% | 11 |
|
|
2024
Q4 | $5.79M | Sell |
142,726
-18,484
| -11% | -$750K | 3.06% | 11 |
|
|
2024
Q3 | $6.85M | Sell |
161,210
-437
| -0.3% | -$18.6K | 3.94% | 6 |
|
|
2024
Q2 | $6.59M | Buy |
161,647
+13,344
| +9% | +$544K | 4.06% | 6 |
|
|
2024
Q1 | $6.12M | Buy |
148,303
+2,669
| +2% | +$110K | 4.14% | 6 |
|
|
2023
Q4 | $6.09M | Buy |
+145,634
| New | +$6.09M | 4.76% | 3 |
|