Forum Financial 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 | $4.45M | Buy |
44,116
+19,149
| +77% | +$1.93M | 0.07% | 61 |
|
|
2025
Q1 | $2.31M | Buy |
+24,967
| New | +$2.31M | 0.04% | 102 |
|
|
2024
Q4 | – | Sell |
-36,023
| Closed | -$3.43M | – | 920 |
|
|
2024
Q3 | $3.43M | Buy |
36,023
+7,512
| +26% | +$715K | 0.06% | 65 |
|
|
2024
Q2 | $2.57M | Sell |
28,511
-31,044
| -52% | -$2.8M | 0.05% | 72 |
|
|
2024
Q1 | $5.33M | Sell |
59,555
-6,676
| -10% | -$598K | 0.09% | 50 |
|
|
2023
Q4 | $5.4M | Buy |
66,231
+1,274
| +2% | +$104K | 0.1% | 44 |
|
|
2023
Q3 | $4.76M | Buy |
64,957
+3,572
| +6% | +$262K | 0.11% | 44 |
|
|
2023
Q2 | $4.62M | Buy |
61,385
+426
| +0.7% | +$32K | 0.1% | 43 |
|
|
2023
Q1 | $4.32M | Buy |
60,959
+52,117
| +589% | +$3.69M | 0.12% | 42 |
|
|
2022
Q4 | $601K | Buy |
8,842
+973
| +12% | +$66.2K | 0.02% | 217 |
|
|
2022
Q3 | $491K | Buy |
+7,869
| New | +$491K | 0.02% | 223 |
|