Elevate Wealth Advisory’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 | $213K | Sell |
2,113
-6,960
| -77% | -$702K | 0.15% | 73 |
|
|
2025
Q1 | $838K | Buy |
9,073
+6,513
| +254% | +$602K | 0.59% | 32 |
|
|
2024
Q4 | $248K | Sell |
2,560
-6
| -0.2% | -$582 | 0.19% | 62 |
|
|
2024
Q3 | $244K | Buy |
2,566
+5
| +0.2% | +$476 | 0.18% | 61 |
|
|
2024
Q2 | $231K | Sell |
2,561
-150
| -6% | -$13.5K | 0.19% | 58 |
|
|
2024
Q1 | $243K | Buy |
2,711
+696
| +35% | +$62.3K | 0.21% | 53 |
|
|
2023
Q4 | $164K | Buy |
+2,015
| New | +$164K | 0.15% | 62 |
|