BerganKDV Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

BerganKDV Wealth Management’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 Q2	$107K	Sell	1,424 -516	-27%	-$36.9K	0.01%	286
2023 Q1	$138K	Sell	1,940 -1,115	-36%	-$78.9K	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	+$312K	0.04%	203

Other funds holding AVUS

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BerganKDV Wealth Management's AVUS Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 27% in Q2 2023, selling an estimated $36.9K and leaving 1,424 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #286.

BerganKDV Wealth Management first reported a position in AVUS in Q1 2021 and has held it in 10 quarters since. The position peaked at $373K in Q4 2021. 269 funds tracked by Wall St. Rank hold AVUS as of Q2 2023.

BerganKDV Wealth Management held 1,424 shares of Avantis US Equity ETF worth $107K as of Q2 2023.
BerganKDV Wealth Management sold 516 Avantis US Equity ETF shares in Q2 2023, an estimated $36.9K.
Avantis US Equity ETF made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #286 holding.
BerganKDV Wealth Management first reported a position in Avantis US Equity ETF in Q1 2021 and has held it in 10 quarters since.
BerganKDV Wealth Management's Avantis US Equity ETF position peaked at $373K in Q4 2021.
269 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.