WWP
WR Wealth Planners’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.57M | Buy |
185,753
+9,300
| +5% | +$429K | 2.76% | 7 |
|
|
2024
Q3 | $8.32M | Buy |
176,453
+9,696
| +6% | +$457K | 2.31% | 9 |
|
|
2024
Q2 | $7.7M | Sell |
166,757
-643
| -0.4% | -$29.7K | 2.35% | 8 |
|
|
2024
Q1 | $7.75M | Buy |
+167,400
| New | +$7.75M | 2.41% | 8 |
|