Avidian Wealth Enterprises’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
2024
Q2
Sell
-7,247
Closed -$649K 492
2024
Q1
$649K Sell
7,247
-64,071
-90% -$5.73M 0.03% 223
2023
Q4
$5.82M Sell
71,318
-4,677
-6% -$381K 0.36% 53
2023
Q3
$5.57M Buy
75,995
+5,451
+8% +$399K 0.39% 53
2023
Q2
$5.3M Buy
+70,544
New +$5.3M 0.35% 63