EWA
EverSource Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1K | Buy |
358
+208
| +139% | +$21K | ﹤0.01% | 1835 |
|
|
2025
Q1 | $13.9K | Sell |
150
-1,365
| -90% | -$126K | ﹤0.01% | 1907 |
|
|
2024
Q4 | $147K | Buy |
1,515
+154
| +11% | +$14.9K | 0.01% | 778 |
|
|
2024
Q3 | $129K | Buy |
1,361
+4
| +0.3% | +$381 | 0.01% | 707 |
|
|
2024
Q2 | $126K | Buy |
1,357
+11
| +0.8% | +$1.02K | 0.01% | 715 |
|
|
2024
Q1 | $115K | Sell |
1,346
-49,387
| -97% | -$4.21M | 0.01% | 660 |
|
|
2023
Q4 | $4.14M | Sell |
50,733
-856
| -2% | -$69.8K | 0.38% | 66 |
|
|
2023
Q3 | $3.78M | Buy |
51,589
+2,072
| +4% | +$152K | 0.4% | 67 |
|
|
2023
Q2 | $3.72M | Sell |
49,517
-1,690
| -3% | -$127K | 0.41% | 66 |
|
|
2023
Q1 | $3.63M | Buy |
51,207
+323
| +0.6% | +$22.9K | 0.45% | 58 |
|
|
2022
Q4 | $3.46M | Buy |
50,884
+763
| +2% | +$51.9K | 0.52% | 49 |
|
|
2022
Q3 | $3.13M | Buy |
50,121
+3,402
| +7% | +$212K | 0.72% | 29 |
|
|
2022
Q2 | $3.04M | Buy |
46,719
+475
| +1% | +$30.9K | 0.78% | 27 |
|
|
2022
Q1 | $3.57M | Buy |
46,244
+2,240
| +5% | +$173K | 0.9% | 24 |
|
|
2021
Q4 | $3.53M | Buy |
+44,004
| New | +$3.53M | 0.99% | 20 |
|