WFA
Websterrogers 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 | $336K | Hold |
7,154
| – | – | 0.11% | 61 |
|
|
2025
Q1 | $334K | Hold |
7,154
| – | – | 0.11% | 60 |
|
|
2024
Q4 | $330K | Hold |
7,154
| – | – | 0.11% | 59 |
|
|
2024
Q3 | $337K | Sell |
7,154
-49
| -0.7% | -$2.31K | 0.12% | 55 |
|
|
2024
Q2 | $333K | Hold |
7,203
| – | – | 0.12% | 54 |
|
|
2024
Q1 | $333K | Hold |
7,203
| – | – | 0.12% | 56 |
|
|
2023
Q4 | $334K | Buy |
+7,203
| New | +$334K | 0.14% | 55 |
|
|
2022
Q3 | – | Sell |
-10,267
| Closed | -$480K | – | 53 |
|
|
2022
Q2 | $480K | Sell |
10,267
-46,406
| -82% | -$2.17M | 0.23% | 40 |
|
|
2022
Q1 | $2.69M | Buy |
+56,673
| New | +$2.69M | 1.38% | 16 |
|