AFA
Alpha Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $497K | Hold |
4,929
| – | – | 0.19% | 30 |
|
2025
Q1 | $455K | Hold |
4,929
| – | – | 0.2% | 24 |
|
2024
Q4 | $478K | Hold |
4,929
| – | – | 0.22% | 24 |
|
2024
Q3 | $469K | Hold |
4,929
| – | – | 0.21% | 24 |
|
2024
Q2 | $445K | Sell |
4,929
-136
| -3% | -$12.3K | 0.21% | 25 |
|
2024
Q1 | $453K | Hold |
5,065
| – | – | 0.21% | 24 |
|
2023
Q4 | $413K | Hold |
5,065
| – | – | 0.21% | 26 |
|
2023
Q3 | $371K | Hold |
5,065
| – | – | 0.24% | 27 |
|
2023
Q2 | $381K | Hold |
5,065
| – | – | 0.24% | 27 |
|
2023
Q1 | $359K | Hold |
5,065
| – | – | 0.25% | 27 |
|
2022
Q4 | $344K | Buy |
+5,065
| New | +$344K | 0.3% | 27 |
|