Cherry Tree Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.17K | Hold |
81
| – | – | ﹤0.01% | 434 |
|
2025
Q1 | $7.48K | Hold |
81
| – | – | ﹤0.01% | 474 |
|
2024
Q4 | $7.85K | Hold |
81
| – | – | ﹤0.01% | 441 |
|
2024
Q3 | $7.71K | Hold |
81
| – | – | ﹤0.01% | 447 |
|
2024
Q2 | $7.31K | Hold |
81
| – | – | ﹤0.01% | 430 |
|
2024
Q1 | $7.25K | Hold |
81
| – | – | ﹤0.01% | 409 |
|
2023
Q4 | $6.61K | Hold |
81
| – | – | ﹤0.01% | 407 |
|
2023
Q3 | $5.94K | Hold |
81
| – | – | ﹤0.01% | 387 |
|
2023
Q2 | $6.09K | Buy |
+81
| New | +$6.09K | ﹤0.01% | 384 |
|