Valued Wealth Advisors LLC AVSF Holdings History
Valued Wealth Advisors LLC's Avantis Short-Term Fixed Income ETF Holding Summary
As of 2025-03-31, Valued Wealth Advisors LLC held 30,873.00 shares of Avantis Short-Term Fixed Income ETF(AVSF), totaling $1.44 Mil. This investment constitutes 0.87% of their stock portfolio, and Valued Wealth Advisors LLC now holds 0.24% of the outstanding Avantis Short-Term Fixed Income ETF(AVSF) stock.
The initial trade took place in 2023Q4. And since then Valued Wealth Advisors LLC has made 4 purchases of AVSF, at an average price of $46.25, for a total of 52,879.00 shares. In addition, there have been 1 sales at an average price of $46.00 for 22,006.00 shares. Based on historical transaction data and AVSF's current price of $47.00, Valued Wealth Advisors LLC's estimated gain on his AVSF holdings is $17,578.59, reflecting a 0.72% gain to date.
Valued Wealth Advisors LLC AVSF ($47.00) Holding Chart
Valued Wealth Advisors LLC AVSF ($47.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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