CWA
Canvas Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
36,862
+313
| +0.9% | +$32.6K | 0.76% | 27 |
|
|
2025
Q1 | $3.17M | Sell |
36,549
-4,553
| -11% | -$395K | 0.81% | 29 |
|
|
2024
Q4 | $3.98M | Sell |
41,102
-29,064
| -41% | -$2.82M | 1% | 26 |
|
|
2024
Q3 | $6.68M | Buy |
70,166
+5,922
| +9% | +$563K | 1.84% | 18 |
|
|
2024
Q2 | $5.88M | Buy |
64,244
+4,439
| +7% | +$406K | 1.82% | 19 |
|
|
2024
Q1 | $5.08M | Buy |
59,805
+5,398
| +10% | +$459K | 1.71% | 18 |
|
|
2023
Q4 | $4.4M | Buy |
54,407
+11,461
| +27% | +$928K | 1.6% | 17 |
|
|
2023
Q3 | $3.08M | Buy |
42,946
+1,837
| +4% | +$132K | 1.27% | 19 |
|
|
2023
Q2 | $3.19M | Buy |
41,109
+5,922
| +17% | +$459K | 1.18% | 19 |
|
|
2023
Q1 | $2.48M | Buy |
35,187
+17,682
| +101% | +$1.25M | 1.04% | 21 |
|
|
2022
Q4 | $1.23M | Buy |
+17,505
| New | +$1.23M | 0.51% | 42 |
|