WMG Financial Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,504
Closed -$252K 101
2023
Q2
$252K Hold
5,504
0.19% 93
2023
Q1
$255K Sell
5,504
-21,700
-80% -$1.01M 0.21% 85
2022
Q4
$1.25M Buy
27,204
+2,904
+12% +$133K 1.06% 22
2022
Q3
$1.11M Buy
+24,300
New +$1.11M 1% 26