BSW Wealth Partners’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 | $36.9M | Buy |
365,900
+23,253
| +7% | +$2.34M | 5.06% | 3 |
|
|
2025
Q1 | $31.7M | Sell |
342,647
-3,825
| -1% | -$353K | 4.81% | 4 |
|
|
2024
Q4 | $33.6M | Buy |
346,472
+15,029
| +5% | +$1.46M | 4.93% | 4 |
|
|
2024
Q3 | $31.5M | Buy |
331,443
+20,431
| +7% | +$1.94M | 4.73% | 4 |
|
|
2024
Q2 | $28.1M | Buy |
311,012
+98,797
| +47% | +$8.91M | 4.6% | 4 |
|
|
2024
Q1 | $19M | Buy |
212,215
+198,358
| +1,431% | +$17.8M | 3.22% | 6 |
|
|
2023
Q4 | $1.13M | Buy |
+13,857
| New | +$1.13M | 0.22% | 59 |
|