Meredith Wealth Planning’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 | $235K | Buy |
5,657
+64
| +1% | +$2.66K | 0.09% | 55 |
|
|
2025
Q1 | $232K | Buy |
5,593
+14
| +0.3% | +$580 | 0.1% | 48 |
|
|
2024
Q4 | $226K | Buy |
5,579
+85
| +2% | +$3.45K | 0.1% | 50 |
|
|
2024
Q3 | $234K | Buy |
5,494
+35
| +0.6% | +$1.49K | 0.11% | 42 |
|
|
2024
Q2 | $223K | Sell |
5,459
-737
| -12% | -$30.1K | 0.12% | 43 |
|
|
2024
Q1 | $256K | Sell |
6,196
-35
| -0.6% | -$1.44K | 0.14% | 37 |
|
|
2023
Q4 | $261K | Buy |
6,231
+854
| +16% | +$35.7K | 0.16% | 39 |
|
|
2023
Q3 | $213K | Buy |
5,377
+153
| +3% | +$6.06K | 0.16% | 40 |
|
|
2023
Q2 | $216K | Buy |
5,224
+50
| +1% | +$2.07K | 0.18% | 36 |
|
|
2023
Q1 | $218K | Buy |
+5,174
| New | +$218K | 0.18% | 57 |
|