EWA
EverSource Wealth Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-46
| Closed | -$1.87K | – | 4031 |
|
|
2024
Q4 | $1.87K | Hold |
46
| – | – | ﹤0.01% | 2741 |
|
|
2024
Q3 | $1.96K | Hold |
46
| – | – | ﹤0.01% | 2560 |
|
|
2024
Q2 | $1.91K | Buy |
46
+1
| +2% | +$42 | ﹤0.01% | 2564 |
|
|
2024
Q1 | $1.8K | Sell |
45
-55,186
| -100% | -$2.21M | ﹤0.01% | 2419 |
|
|
2023
Q4 | $2.31M | Buy |
55,231
+405
| +0.7% | +$16.9K | 0.21% | 99 |
|
|
2023
Q3 | $2.17M | Buy |
54,826
+1,964
| +4% | +$77.8K | 0.23% | 97 |
|
|
2023
Q2 | $2.19M | Sell |
52,862
-913
| -2% | -$37.8K | 0.24% | 96 |
|
|
2023
Q1 | $2.27M | Sell |
53,775
-1,358
| -2% | -$57.2K | 0.28% | 90 |
|
|
2022
Q4 | $2.26M | Buy |
55,133
+426
| +0.8% | +$17.5K | 0.34% | 73 |
|
|
2022
Q3 | $2.21M | Buy |
54,707
+3,568
| +7% | +$144K | 0.51% | 41 |
|
|
2022
Q2 | $2.19M | Buy |
51,139
+2,025
| +4% | +$86.8K | 0.57% | 34 |
|
|
2022
Q1 | $2.23M | Buy |
49,114
+1,774
| +4% | +$80.4K | 0.56% | 33 |
|
|
2021
Q4 | $2.31M | Buy |
+47,340
| New | +$2.31M | 0.65% | 31 |
|