Aprio 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 | $868K | Buy |
8,614
+23
| +0.3% | +$2.32K | 0.1% | 121 |
|
|
2025
Q1 | $794K | Buy |
8,591
+46
| +0.5% | +$4.25K | 0.1% | 127 |
|
|
2024
Q4 | $828K | Buy |
8,545
+25
| +0.3% | +$2.42K | 0.12% | 98 |
|
|
2024
Q3 | $811K | Hold |
8,520
| – | – | 0.13% | 92 |
|
|
2024
Q2 | $768K | Sell |
8,520
-113
| -1% | -$10.2K | 0.14% | 87 |
|
|
2024
Q1 | $773K | Sell |
8,633
-617
| -7% | -$55.2K | 0.15% | 82 |
|
|
2023
Q4 | $754K | Buy |
9,250
+260
| +3% | +$21.2K | 0.17% | 72 |
|
|
2023
Q3 | $659K | Hold |
8,990
| – | – | 0.18% | 70 |
|
|
2023
Q2 | $676K | Buy |
8,990
+200
| +2% | +$15K | 0.19% | 60 |
|
|
2023
Q1 | $623K | Hold |
8,790
| – | – | 0.19% | 54 |
|
|
2022
Q4 | $598K | Hold |
8,790
| – | – | 0.21% | 56 |
|
|
2022
Q3 | $548K | Buy |
+8,790
| New | +$548K | 0.22% | 54 |
|