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Elwood & Goetz Wealth Advisory Group’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Elwood & Goetz Wealth Advisory Group’s Portfolio AVSF Stock Details AVSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40,320
Closed -$1.87M – 83
2024
Q1 		$1.87M Sell
40,320
-13,898
-26% -$643K 0.45% 27
2023
Q4 		$2.52M Hold
54,218
– – 0.53% 25
2023
Q3 		$2.47M Buy
+54,218
New +$2.48M 0.57% 25

Other funds holding AVSF

VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's AVSF Position: Q2 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q2 2024, closing a stake of 40,320 shares — an estimated $1.87M sold.

Elwood & Goetz Wealth Advisory Group first reported a position in AVSF in Q3 2023 and held it in 3 quarters. The position peaked at $2.52M in Q4 2023. 54 funds tracked by Wall St. Rank hold AVSF as of Q2 2024.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Avantis Short-Term Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 40,320 Avantis Short-Term Fixed Income ETF shares in Q2 2024, an estimated $1.87M.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Avantis Short-Term Fixed Income ETF in Q3 2023 and held it in 3 quarters.
  • Elwood & Goetz Wealth Advisory Group's Avantis Short-Term Fixed Income ETF position peaked at $2.52M in Q4 2023.
  • 54 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2024, filed 30 Jul 2024.