EWA
EverSource Wealth Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9
| Closed | -$415 | – | 4033 |
|
|
2024
Q4 | $415 | Hold |
9
| – | – | ﹤0.01% | 3256 |
|
|
2024
Q3 | $424 | Hold |
9
| – | – | ﹤0.01% | 2901 |
|
|
2024
Q2 | $419 | Hold |
9
| – | – | ﹤0.01% | 2927 |
|
|
2024
Q1 | $412 | Sell |
9
-31,481
| -100% | -$1.44M | ﹤0.01% | 2757 |
|
|
2023
Q4 | $1.46M | Sell |
31,490
-41
| -0.1% | -$1.9K | 0.13% | 140 |
|
|
2023
Q3 | $1.44M | Buy |
31,531
+480
| +2% | +$21.9K | 0.15% | 131 |
|
|
2023
Q2 | $1.42M | Sell |
31,051
-250
| -0.8% | -$11.5K | 0.16% | 126 |
|
|
2023
Q1 | $1.45M | Sell |
31,301
-2,362
| -7% | -$109K | 0.18% | 109 |
|
|
2022
Q4 | $1.54M | Sell |
33,663
-874
| -3% | -$40.1K | 0.23% | 90 |
|
|
2022
Q3 | $1.58M | Buy |
34,537
+1,772
| +5% | +$80.9K | 0.36% | 51 |
|
|
2022
Q2 | $1.53M | Buy |
32,765
+2,010
| +7% | +$94K | 0.4% | 52 |
|
|
2022
Q1 | $1.46M | Buy |
30,755
+856
| +3% | +$40.7K | 0.37% | 51 |
|
|
2021
Q4 | $1.48M | Buy |
+29,899
| New | +$1.48M | 0.41% | 47 |
|