AWM
Ariadne Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Sell |
63,935
-1,709
| -3% | -$181K | 3.23% | 3 |
|
|
2025
Q1 | $6.09M | Sell |
65,644
-1,164
| -2% | -$108K | 3.18% | 6 |
|
|
2024
Q4 | $6.71M | Sell |
66,808
-1,711
| -2% | -$172K | 3.07% | 5 |
|
|
2024
Q3 | $6.83M | Sell |
68,519
-64
| -0.1% | -$6.38K | 3.72% | 4 |
|
|
2024
Q2 | $6.19M | Buy |
+68,583
| New | +$6.19M | 4.78% | 2 |
|