Mills Wealth Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,338
Closed -$201K 54
2024
Q1
$201K Sell
4,338
-1,103
-20% -$51K 0.15% 51
2023
Q4
$252K Buy
+5,441
New +$252K 0.19% 42