BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $107K | Sell |
1,424
-516
| -27% | -$38.8K | 0.01% | 286 |
|
|
2023
Q1 | $138K | Sell |
1,940
-1,115
| -36% | -$79K | 0.01% | 278 |
|
|
2022
Q4 | $208K | Sell |
3,055
-1,600
| -34% | -$109K | 0.02% | 230 |
|
|
2022
Q3 | $290K | Hold |
4,655
| – | – | 0.03% | 204 |
|
|
2022
Q2 | $303K | Hold |
4,655
| – | – | 0.03% | 211 |
|
|
2022
Q1 | $359K | Hold |
4,655
| – | – | 0.04% | 202 |
|
|
2021
Q4 | $373K | Hold |
4,655
| – | – | 0.04% | 213 |
|
|
2021
Q3 | $343K | Hold |
4,655
| – | – | 0.04% | 212 |
|
|
2021
Q2 | $345K | Hold |
4,655
| – | – | 0.04% | 205 |
|
|
2021
Q1 | $323K | Buy |
+4,655
| New | +$323K | 0.04% | 203 |
|