SHFA
SC&H Financial Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
28,122
+3,824
| +16% | +$296K | 0.37% | 37 |
|
|
2025
Q1 | $1.73M | Buy |
24,298
+1,192
| +5% | +$84.9K | 0.34% | 39 |
|
|
2024
Q4 | $1.67M | Buy |
23,106
+563
| +2% | +$40.7K | 0.35% | 41 |
|
|
2024
Q3 | $1.67M | Buy |
22,543
+854
| +4% | +$63.1K | 0.36% | 38 |
|
|
2024
Q2 | $1.5M | Buy |
21,689
+2,386
| +12% | +$165K | 0.37% | 42 |
|
|
2024
Q1 | $1.35M | Buy |
19,303
+6,499
| +51% | +$454K | 0.35% | 46 |
|
|
2023
Q4 | $829K | Buy |
12,804
+4,725
| +58% | +$306K | 0.24% | 66 |
|
|
2023
Q3 | $475K | Buy |
8,079
+2,430
| +43% | +$143K | 0.16% | 89 |
|
|
2023
Q2 | $339K | Buy |
5,649
+2,015
| +55% | +$121K | 0.11% | 105 |
|
|
2023
Q1 | $210K | Buy |
+3,634
| New | +$210K | 0.08% | 127 |
|