Castle Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Castle Wealth Management’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
2025 Q2	–	Sell
2025 Q1	$3.85M	Buy
2024 Q4	$4.02M	Sell
2024 Q3	$4.11M	Sell
2024 Q2	$3.99M	Sell
2024 Q1	$4.17M	Sell
2023 Q4	$3.86M	Sell
2023 Q3	$3.69M	Sell
2023 Q2	$3.86M	Buy
2023 Q1	$2.51M	Buy