FMB Wealth Management’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 | $14.1M | Buy |
139,948
+14,863
| +12% | +$1.5M | 6.72% | 3 |
|
|
2025
Q1 | $11.6M | Buy |
125,085
+11,668
| +10% | +$1.08M | 6.39% | 3 |
|
|
2024
Q4 | $11M | Sell |
113,417
-316
| -0.3% | -$30.6K | 6.19% | 3 |
|
|
2024
Q3 | $10.8M | Buy |
113,733
+3,123
| +3% | +$297K | 6.12% | 4 |
|
|
2024
Q2 | $9.98M | Sell |
110,610
-3,418
| -3% | -$308K | 7.59% | 2 |
|
|
2024
Q1 | $10.2M | Sell |
114,028
-90
| -0.1% | -$8.06K | 8.14% | 2 |
|
|
2023
Q4 | $9.31M | Sell |
114,118
-568
| -0.5% | -$46.3K | 8.5% | 2 |
|
|
2023
Q3 | $8.4M | Buy |
114,686
+242
| +0.2% | +$17.7K | 9.02% | 2 |
|
|
2023
Q2 | $8.61M | Hold |
114,444
| – | – | 9.14% | 2 |
|
|
2023
Q1 | $8.11M | Buy |
114,444
+604
| +0.5% | +$42.8K | 9.68% | 2 |
|
|
2022
Q4 | $7.74M | Buy |
+113,840
| New | +$7.74M | 9.97% | 2 |
|