SHFA
SC&H Financial Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Buy |
20,271
+429
| +2% | +$20.2K | 0.16% | 68 |
|
|
2025
Q1 | $927K | Sell |
19,842
-161
| -0.8% | -$7.53K | 0.18% | 67 |
|
|
2024
Q4 | $923K | Buy |
20,003
+776
| +4% | +$35.8K | 0.19% | 65 |
|
|
2024
Q3 | $906K | Sell |
19,227
-75
| -0.4% | -$3.54K | 0.2% | 68 |
|
|
2024
Q2 | $891K | Sell |
19,302
-1,966
| -9% | -$90.8K | 0.22% | 65 |
|
|
2024
Q1 | $984K | Sell |
21,268
-666
| -3% | -$30.8K | 0.26% | 60 |
|
|
2023
Q4 | $1.02M | Sell |
21,934
-3,394
| -13% | -$157K | 0.29% | 54 |
|
|
2023
Q3 | $1.15M | Sell |
25,328
-4,584
| -15% | -$209K | 0.38% | 49 |
|
|
2023
Q2 | $1.37M | Buy |
29,912
+1,847
| +7% | +$84.7K | 0.45% | 37 |
|
|
2023
Q1 | $1.3M | Buy |
28,065
+2,078
| +8% | +$96.3K | 0.47% | 39 |
|
|
2022
Q4 | $1.19M | Buy |
25,987
+6,534
| +34% | +$300K | 0.49% | 42 |
|
|
2022
Q3 | $888K | Buy |
19,453
+10,297
| +112% | +$470K | 0.44% | 48 |
|
|
2022
Q2 | $429K | Buy |
+9,156
| New | +$429K | 0.2% | 91 |
|