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Aveo Capital Partners’s Avantis US Equity ETF AVUS Stock Holding History

Aveo Capital Partners’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,523
Closed -$258K – 341
2023
Q3 		$258K Buy
+3,523
New +$268K 0.03% 287

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Aveo Capital Partners's AVUS Position: Q4 2023 in Review

Aveo Capital Partners sold out of Avantis US Equity ETF (AVUS) in Q4 2023, closing a stake of 3,523 shares — an estimated $258K sold.

Aveo Capital Partners first reported a position in AVUS in Q3 2023 and held it in 1 quarter. The position peaked at $258K in Q3 2023. 341 funds tracked by Wall St. Rank hold AVUS as of Q4 2023.

  • Aveo Capital Partners reported no remaining Avantis US Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 3,523 Avantis US Equity ETF shares in Q4 2023, an estimated $258K.
  • Aveo Capital Partners first reported a position in Avantis US Equity ETF in Q3 2023 and held it in 1 quarter.
  • Aveo Capital Partners's Avantis US Equity ETF position peaked at $258K in Q3 2023.
  • 341 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2023.

Based on Aveo Capital Partners's 13F filing for Q4 2023, filed 6 Feb 2024.