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Capasso Planning Partners’s Avantis US Equity ETF AVUS Stock Holding History

Capasso Planning Partners’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
2022
Q2 		– Sell
-7,602
Closed -$586K – 90
2022
Q1 		$586K Buy
+7,602
New +$579K 0.41% 46

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WFA
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RW
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AP
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HighTower Advisors
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BWS
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LPL Financial
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PL
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Capasso Planning Partners's AVUS Position: Q2 2022 in Review

Capasso Planning Partners sold out of Avantis US Equity ETF (AVUS) in Q2 2022, closing a stake of 7,602 shares — an estimated $586K sold.

Capasso Planning Partners first reported a position in AVUS in Q1 2022 and held it in 1 quarter. The position peaked at $586K in Q1 2022. 162 funds tracked by Wall St. Rank hold AVUS as of Q2 2022.

  • Capasso Planning Partners reported no remaining Avantis US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Capasso Planning Partners sold 7,602 Avantis US Equity ETF shares in Q2 2022, an estimated $586K.
  • Capasso Planning Partners first reported a position in Avantis US Equity ETF in Q1 2022 and held it in 1 quarter.
  • Capasso Planning Partners's Avantis US Equity ETF position peaked at $586K in Q1 2022.
  • 162 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2022.

Based on Capasso Planning Partners's 13F filing for Q2 2022, filed 11 Aug 2022.