Carson Wealth (CWM LLC)’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Sell |
30,077
-549
| -2% | -$55.3K | 0.01% | 776 |
|
|
2025
Q1 | $2.83M | Buy |
30,626
+364
| +1% | +$33.6K | 0.01% | 714 |
|
|
2024
Q4 | $2.93M | Sell |
30,262
-6,654
| -18% | -$645K | 0.01% | 641 |
|
|
2024
Q3 | $3.51M | Buy |
36,916
+3,489
| +10% | +$332K | 0.02% | 530 |
|
|
2024
Q2 | $3.02M | Sell |
33,427
-27,718
| -45% | -$2.5M | 0.01% | 534 |
|
|
2024
Q1 | $5.47M | Sell |
61,145
-6,725
| -10% | -$602K | 0.03% | 403 |
|
|
2023
Q4 | $5.54M | Buy |
67,870
+45,789
| +207% | +$3.73M | 0.03% | 379 |
|
|
2023
Q3 | $1.62M | Buy |
22,081
+20,882
| +1,742% | +$1.53M | 0.01% | 596 |
|
|
2023
Q2 | $90K | Buy |
+1,199
| New | +$90K | ﹤0.01% | 1618 |
|