Envision Financial Planning’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.21M Sell
124,051
-8,989
-7% -$595K 3.84% 12
2025
Q1
$8.25M Buy
133,040
+38,752
+41% +$2.4M 4.2% 12
2024
Q4
$6.13M Buy
94,288
+1,114
+1% +$72.4K 3.17% 12
2024
Q3
$5.99M Buy
+93,174
New +$5.99M 3.15% 12