Elevation Wealth Partners’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 | $3.12M | Buy |
30,897
+17
| +0.1% | +$1.71K | 1.23% | 20 |
|
|
2025
Q1 | $2.85M | Buy |
+30,880
| New | +$2.85M | 1.23% | 19 |
|
|
2024
Q4 | – | Sell |
-31,197
| Closed | -$2.97M | – | 505 |
|
|
2024
Q3 | $2.97M | Sell |
31,197
-1,174
| -4% | -$112K | 1.27% | 18 |
|
|
2024
Q2 | $2.92M | Buy |
32,371
+1,081
| +3% | +$97.5K | 1.38% | 17 |
|
|
2024
Q1 | $2.8M | Buy |
31,290
+240
| +0.8% | +$21.5K | 1.4% | 17 |
|
|
2023
Q4 | $2.27M | Sell |
31,050
-120
| -0.4% | -$8.79K | 1.36% | 16 |
|
|
2023
Q3 | $2.28M | Buy |
31,170
+373
| +1% | +$27.3K | 1.97% | 9 |
|
|
2023
Q2 | $2.32M | Buy |
30,797
+567
| +2% | +$42.6K | 1.95% | 10 |
|
|
2023
Q1 | $2.14M | Buy |
+30,230
| New | +$2.14M | 1.96% | 10 |
|