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Grand Wealth Management’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Grand Wealth Management’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
-15,240
Closed -$705K – 60
2024
Q1 		$705K Hold
15,240
– – 0.34% 28
2023
Q4 		$707K Hold
15,240
– – 0.38% 24
2023
Q3 		$694K Buy
+15,240
New +$696K 0.42% 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

Grand Wealth Management's AVSF Position: Q2 2024 in Review

Grand Wealth Management sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q2 2024, closing a stake of 15,240 shares — an estimated $705K sold.

Grand Wealth Management first reported a position in AVSF in Q3 2023 and held it in 3 quarters. The position peaked at $707K in Q4 2023. 54 funds tracked by Wall St. Rank hold AVSF as of Q2 2024.

  • Grand Wealth Management reported no remaining Avantis Short-Term Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Grand Wealth Management sold 15,240 Avantis Short-Term Fixed Income ETF shares in Q2 2024, an estimated $705K.
  • Grand Wealth Management first reported a position in Avantis Short-Term Fixed Income ETF in Q3 2023 and held it in 3 quarters.
  • Grand Wealth Management's Avantis Short-Term Fixed Income ETF position peaked at $707K in Q4 2023.
  • 54 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2024.

Based on Grand Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.