Avantax Advisory Services’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 | $7.72M | Sell |
76,574
-15,308
| -17% | -$1.54M | 0.04% | 327 |
|
2025
Q1 | $8.49M | Buy |
91,882
+560
| +0.6% | +$51.7K | 0.05% | 285 |
|
2024
Q4 | $8.85M | Buy |
91,322
+14,301
| +19% | +$1.39M | 0.06% | 259 |
|
2024
Q3 | $7.33M | Buy |
77,021
+64
| +0.1% | +$6.09K | 0.05% | 301 |
|
2024
Q2 | $6.94M | Buy |
76,957
+5,234
| +7% | +$472K | 0.05% | 288 |
|
2024
Q1 | $6.42M | Sell |
71,723
-6,518
| -8% | -$583K | 0.06% | 252 |
|
2023
Q4 | $6.38M | Buy |
78,241
+32,901
| +73% | +$2.68M | 0.06% | 233 |
|
2023
Q3 | $3.32M | Buy |
45,340
+19,654
| +77% | +$1.44M | 0.04% | 336 |
|
2023
Q2 | $1.93M | Buy |
25,686
+20,619
| +407% | +$1.55M | 0.02% | 464 |
|
2023
Q1 | $359K | Buy |
5,067
+1,741
| +52% | +$123K | ﹤0.01% | 1053 |
|
2022
Q4 | $226K | Sell |
3,326
-300
| -8% | -$20.4K | ﹤0.01% | 1254 |
|
2022
Q3 | $226K | Buy |
+3,626
| New | +$226K | ﹤0.01% | 1145 |
|
2022
Q2 | – | Sell |
-12,564
| Closed | -$968K | – | 1307 |
|
2022
Q1 | $968K | Sell |
12,564
-998
| -7% | -$76.9K | 0.01% | 547 |
|
2021
Q4 | $1.09M | Buy |
13,562
+5,359
| +65% | +$430K | 0.02% | 516 |
|
2021
Q3 | $605K | Buy |
+8,203
| New | +$605K | 0.01% | 649 |
|