FWM
Fonville Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
115,849
+5,962
| +5% | +$601K | 2.96% | 8 |
|
|
2025
Q1 | $10.1M | Buy |
109,887
+14,641
| +15% | +$1.34M | 2.96% | 8 |
|
|
2024
Q4 | $9.23M | Buy |
95,246
+6,703
| +8% | +$650K | 3.05% | 8 |
|
|
2024
Q3 | $8.42M | Buy |
88,543
+7,092
| +9% | +$675K | 2.91% | 8 |
|
|
2024
Q2 | $7.35M | Buy |
81,451
+6,703
| +9% | +$605K | 2.91% | 9 |
|
|
2024
Q1 | $6.69M | Buy |
74,748
+1,829
| +3% | +$164K | 2.96% | 9 |
|
|
2023
Q4 | $5.95M | Buy |
+72,919
| New | +$5.95M | 3.15% | 8 |
|