GWP
Gateway Wealth Partners’s Avantis US Equity ETF AVUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11M | Buy |
109,233
+11,610
| +12% | +$1.17M | 2.09% | 3 |
|
2025
Q1 | $9.02M | Buy |
97,623
+4,555
| +5% | +$421K | 2.03% | 5 |
|
2024
Q4 | $9.02M | Sell |
93,068
-43,308
| -32% | -$4.2M | 2.34% | 4 |
|
2024
Q3 | $13M | Buy |
136,376
+2,268
| +2% | +$216K | 3.58% | 3 |
|
2024
Q2 | $12.1M | Buy |
134,108
+21,729
| +19% | +$1.96M | 3.66% | 3 |
|
2024
Q1 | $10.1M | Buy |
112,379
+15,040
| +15% | +$1.35M | 3.61% | 3 |
|
2023
Q4 | $7.94M | Buy |
97,339
+11,435
| +13% | +$933K | 3.2% | 3 |
|
2023
Q3 | $6.29M | Buy |
85,904
+5,405
| +7% | +$396K | 1.13% | 19 |
|
2023
Q2 | $6.05M | Buy |
80,499
+25,074
| +45% | +$1.89M | 1.08% | 21 |
|
2023
Q1 | $3.93M | Buy |
+55,425
| New | +$3.93M | 0.6% | 28 |
|