VWA
Valued Wealth 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 | $478K | Sell |
10,174
-20,699
| -67% | -$973K | 0.25% | 28 |
|
|
2025
Q1 | $1.44M | Buy |
30,873
+22,974
| +291% | +$1.07M | 0.87% | 17 |
|
|
2024
Q4 | $364K | Buy |
7,899
+1,037
| +15% | +$47.8K | 0.23% | 29 |
|
|
2024
Q3 | $323K | Buy |
6,862
+328
| +5% | +$15.5K | 0.21% | 29 |
|
|
2024
Q2 | $302K | Sell |
6,534
-22,006
| -77% | -$1.02M | 0.21% | 29 |
|
|
2024
Q1 | $1.32M | Buy |
28,540
+21,731
| +319% | +$1.01M | 0.94% | 14 |
|
|
2023
Q4 | $310K | Buy |
+6,809
| New | +$310K | 0.29% | 24 |
|