Kingsview Wealth Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $217K | Buy |
+5,218
| New | +$217K | ﹤0.01% | 1075 |
|
2025
Q1 | – | Sell |
-7,902
| Closed | -$321K | – | 1097 |
|
2024
Q4 | $321K | Sell |
7,902
-412
| -5% | -$16.7K | 0.01% | 876 |
|
2024
Q3 | $353K | Sell |
8,314
-636
| -7% | -$27K | 0.01% | 825 |
|
2024
Q2 | $365K | Buy |
8,950
+1,584
| +22% | +$64.6K | 0.01% | 779 |
|
2024
Q1 | $304K | Buy |
7,366
+65
| +0.9% | +$2.68K | 0.01% | 811 |
|
2023
Q4 | $305K | Sell |
7,301
-1,169
| -14% | -$48.9K | 0.01% | 760 |
|
2023
Q3 | $336K | Buy |
8,470
+70
| +0.8% | +$2.77K | 0.01% | 720 |
|
2023
Q2 | $347K | Buy |
8,400
+529
| +7% | +$21.9K | 0.01% | 696 |
|
2023
Q1 | $332K | Buy |
7,871
+678
| +9% | +$28.6K | 0.01% | 680 |
|
2022
Q4 | $295K | Sell |
7,193
-2,198
| -23% | -$90.1K | 0.01% | 673 |
|
2022
Q3 | $380K | Sell |
9,391
-1,609
| -15% | -$65.1K | 0.02% | 571 |
|
2022
Q2 | $472K | Buy |
11,000
+2,157
| +24% | +$92.6K | 0.02% | 551 |
|
2022
Q1 | $401K | Buy |
+8,843
| New | +$401K | 0.02% | 622 |
|