SHFA
SC&H Financial Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
65,881
+2,646
| +4% | +$110K | 0.47% | 30 |
|
|
2025
Q1 | $2.62M | Sell |
63,235
-1,073
| -2% | -$44.4K | 0.51% | 29 |
|
|
2024
Q4 | $2.61M | Buy |
64,308
+1,927
| +3% | +$78.2K | 0.54% | 30 |
|
|
2024
Q3 | $2.65M | Buy |
62,381
+33
| +0.1% | +$1.4K | 0.58% | 28 |
|
|
2024
Q2 | $2.54M | Buy |
62,348
+7,632
| +14% | +$311K | 0.62% | 26 |
|
|
2024
Q1 | $2.26M | Buy |
54,716
+468
| +0.9% | +$19.3K | 0.59% | 28 |
|
|
2023
Q4 | $2.27M | Sell |
54,248
-9,540
| -15% | -$399K | 0.65% | 28 |
|
|
2023
Q3 | $2.53M | Buy |
63,788
+1,294
| +2% | +$51.3K | 0.84% | 22 |
|
|
2023
Q2 | $2.58M | Sell |
62,494
-138
| -0.2% | -$5.71K | 0.85% | 22 |
|
|
2023
Q1 | $2.64M | Buy |
62,632
+12,743
| +26% | +$537K | 0.96% | 18 |
|
|
2022
Q4 | $2.04M | Buy |
49,889
+13,114
| +36% | +$537K | 0.85% | 22 |
|
|
2022
Q3 | $1.49M | Buy |
36,775
+3,900
| +12% | +$158K | 0.74% | 29 |
|
|
2022
Q2 | $1.41M | Buy |
32,875
+11,356
| +53% | +$487K | 0.66% | 31 |
|
|
2022
Q1 | $976K | Buy |
21,519
+12,946
| +151% | +$587K | 0.46% | 48 |
|
|
2021
Q4 | $418K | Buy |
+8,573
| New | +$418K | 0.23% | 102 |
|