DWM
Dogwood Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
2,731
-70
| -2% | -$7.13K | 0.14% | 89 |
|
|
2025
Q1 | $259K | Buy |
2,801
+78
| +3% | +$7.21K | 0.14% | 85 |
|
|
2024
Q4 | $264K | Sell |
2,723
-1,893
| -41% | -$183K | 0.14% | 83 |
|
|
2024
Q3 | $439K | Buy |
4,616
+31
| +0.7% | +$2.95K | 0.25% | 78 |
|
|
2024
Q2 | $414K | Sell |
4,585
-350
| -7% | -$31.6K | 0.25% | 55 |
|
|
2024
Q1 | $442K | Sell |
4,935
-758
| -13% | -$67.8K | 0.3% | 50 |
|
|
2023
Q4 | $464K | Buy |
+5,693
| New | +$464K | 0.36% | 42 |
|