Buckingham Strategic Wealth’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 | $30.3M | Buy |
336,405
+4,518
| +1% | +$407K | 0.31% | 50 |
|
|
2024
Q1 | $29.7M | Sell |
331,887
-17,000
| -5% | -$1.52M | 0.31% | 48 |
|
|
2023
Q4 | $28.5M | Buy |
348,887
+1,872
| +0.5% | +$153K | 0.34% | 43 |
|
|
2023
Q3 | $25.4M | Sell |
347,015
-16,746
| -5% | -$1.23M | 0.36% | 39 |
|
|
2023
Q2 | $27.4M | Buy |
363,761
+141,071
| +63% | +$10.6M | 0.39% | 37 |
|
|
2023
Q1 | $15.1M | Hold |
222,690
| – | – | 0.28% | 49 |
|
|
2022
Q4 | $15.1M | Buy |
222,690
+55,192
| +33% | +$3.75M | 0.28% | 49 |
|
|
2022
Q3 | $10.4M | Buy |
167,498
+57,116
| +52% | +$3.56M | 0.21% | 57 |
|
|
2022
Q2 | $7.18M | Buy |
110,382
+40,915
| +59% | +$2.66M | 0.14% | 84 |
|
|
2022
Q1 | $5.36M | Buy |
69,467
+27,881
| +67% | +$2.15M | 0.11% | 103 |
|
|
2021
Q4 | $3.33M | Buy |
+41,586
| New | +$3.33M | 0.06% | 136 |
|
|
2020
Q3 | – | Sell |
-5,233
| Closed | -$261K | – | 479 |
|
|
2020
Q2 | $261K | Buy |
+5,233
| New | +$261K | 0.02% | 336 |
|