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Diversify Wealth Management’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Diversify Wealth Management’s Portfolio AVMA Stock Details AVMA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$410K Sell
6,484
-75
-1% -$4.74K 0.03% 407
2025
Q1 		$380K Sell
6,559
-72
-1% -$4.17K 0.03% 402
2024
Q4 		$382K Buy
6,631
+456
+7% +$26.3K 0.03% 393
2024
Q3 		$365K Buy
+6,175
New +$365K 0.04% 366