KWB Wealth’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
$227K Sell
5,492
-617
-10% -$25.5K 0.03% 150
2025
Q1
$248K Buy
6,109
+298
+5% +$12.1K 0.03% 136
2024
Q4
$247K Sell
5,811
-241
-4% -$10.2K 0.03% 130
2024
Q3
$247K Buy
+6,052
New +$247K 0.03% 118