Angeles Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Hold |
7,271
| – | – | 0.05% | 135 |
|
|
2025
Q1 | $672K | Sell |
7,271
-4,317
| -37% | -$399K | 0.06% | 116 |
|
|
2024
Q4 | $1.12M | Sell |
11,588
-202
| -2% | -$19.6K | 0.09% | 80 |
|
|
2024
Q3 | $1.12M | Sell |
11,790
-3,186
| -21% | -$303K | 0.1% | 73 |
|
|
2024
Q2 | $1.35M | Sell |
14,976
-4,774
| -24% | -$431K | 0.13% | 61 |
|
|
2024
Q1 | $1.77M | Buy |
19,750
+4,322
| +28% | +$387K | 0.18% | 49 |
|
|
2023
Q4 | $1.26M | Buy |
+15,428
| New | +$1.26M | 0.15% | 57 |
|