Ehrlich Financial Group’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 | $6.17M | Sell |
61,155
-14,963
| -20% | -$1.51M | 3.99% | 5 |
|
|
2025
Q1 | $7.03M | Sell |
76,118
-17,914
| -19% | -$1.65M | 5.13% | 3 |
|
|
2024
Q4 | $9.11M | Buy |
94,032
+1,400
| +2% | +$136K | 6.48% | 2 |
|
|
2024
Q3 | $8.81M | Buy |
92,632
+7,905
| +9% | +$752K | 6.29% | 2 |
|
|
2024
Q2 | $7.64M | Buy |
84,727
+3,154
| +4% | +$284K | 6.03% | 3 |
|
|
2024
Q1 | $7.3M | Sell |
81,573
-12,507
| -13% | -$1.12M | 6.15% | 2 |
|
|
2023
Q4 | $7.67M | Buy |
+94,080
| New | +$7.67M | 7.69% | 1 |
|