AWM
Arista 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 | $1.15M | Buy |
11,361
+7,765
| +216% | +$783K | 0.16% | 88 |
|
|
2025
Q1 | $332K | Buy |
3,596
+1,326
| +58% | +$122K | 0.08% | 50 |
|
|
2024
Q4 | $220K | Hold |
2,270
| – | – | 0.05% | 65 |
|
|
2024
Q3 | $216K | Hold |
2,270
| – | – | 0.05% | 64 |
|
|
2024
Q2 | $205K | Hold |
2,270
| – | – | 0.05% | 62 |
|
|
2024
Q1 | $203K | Buy |
+2,270
| New | +$203K | 0.16% | 34 |
|