Morris Financial Concepts’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$491K	Buy	10,492 +819	+8%	+$38.5K	0.17%	75
2025 Q4	$455K	Sell	9,673 -144	-1%	-$6.79K	0.16%	78
2025 Q3	$464K	Buy	9,817 +845	+9%	+$39.7K	0.17%	75
2025 Q2	$422K	Sell	8,972 -324	-3%	-$15.1K	0.17%	76
2025 Q1	$434K	Buy	9,296 +34	+0.4%	+$1.58K	0.18%	75
2024 Q4	$427K	Buy	9,262 +839	+10%	+$39K	0.18%	73
2024 Q3	$397K	Sell	8,423 -69	-0.8%	-$3.22K	0.17%	75
2024 Q2	$392K	Buy	8,492 +1,444	+20%	+$66.4K	0.19%	73
2024 Q1	$326K	Sell	7,048 -393	-5%	-$18.2K	0.17%	72
2023 Q4	$345K	Buy	7,441 +853	+13%	+$39K	0.2%	64
2023 Q3	$300K	Buy	6,588 +475	+8%	+$21.7K	0.2%	67
2023 Q2	$280K	Buy	6,113 +667	+12%	+$30.8K	0.18%	72
2023 Q1	$252K	Sell	5,446 -89	-2%	-$4.1K	0.18%	72
2022 Q4	$254K	Buy	5,535 +2,332	+73%	+$107K	0.21%	69
2022 Q3	$146K	Buy	3,203 +713	+29%	+$33.2K	0.15%	70
2022 Q2	$117K	Sell	2,490 -25	-1%	-$1.18K	0.11%	73
2022 Q1	$120K	Buy	2,515 +1,163	+86%	+$56.4K	0.1%	74
2021 Q4	$67K	Buy	+1,352	New	+$67K	0.06%	76