EWM
Echo 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 | $9.44M | Buy |
93,623
+3,898
| +4% | +$393K | 5.78% | 6 |
|
|
2025
Q1 | $8.29M | Buy |
89,725
+1,484
| +2% | +$137K | 5.6% | 6 |
|
|
2024
Q4 | $8.55M | Sell |
88,241
-495
| -0.6% | -$48K | 5.91% | 7 |
|
|
2024
Q3 | $8.49M | Sell |
88,736
-3,845
| -4% | -$368K | 5.94% | 8 |
|
|
2024
Q2 | $8.35M | Buy |
92,581
+4,182
| +5% | +$377K | 6.29% | 6 |
|
|
2024
Q1 | $7.91M | Sell |
88,399
-6,353
| -7% | -$569K | 6.56% | 6 |
|
|
2023
Q4 | $7.69M | Sell |
94,752
-2,578
| -3% | -$209K | 7.17% | 4 |
|
|
2023
Q3 | $7.13M | Buy |
97,330
+1,562
| +2% | +$114K | 7.68% | 3 |
|
|
2023
Q2 | $7.34M | Sell |
95,768
-3,867
| -4% | -$296K | 7.93% | 3 |
|
|
2023
Q1 | $7.06M | Buy |
99,635
+822
| +0.8% | +$58.3K | 7.8% | 3 |
|
|
2022
Q4 | $7.05M | Buy |
98,813
+24,408
| +33% | +$1.74M | 7.51% | 2 |
|
|
2022
Q3 | $4.97M | Buy |
+74,405
| New | +$4.97M | 6.54% | 4 |
|