Geneos 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 | $64.2K | Sell |
637
-18,874
| -97% | -$1.9M | ﹤0.01% | 1443 |
|
|
2025
Q1 | $1.8M | Buy |
19,511
+7,679
| +65% | +$709K | 0.03% | 516 |
|
|
2024
Q4 | $1.15M | Sell |
11,832
-6,261
| -35% | -$607K | 0.04% | 387 |
|
|
2024
Q3 | $1.72M | Sell |
18,093
-370
| -2% | -$35.2K | 0.07% | 307 |
|
|
2024
Q2 | $1.67M | Sell |
18,463
-9,089
| -33% | -$820K | 0.07% | 281 |
|
|
2024
Q1 | $2.47M | Sell |
27,552
-2,303
| -8% | -$206K | 0.11% | 217 |
|
|
2023
Q4 | $2.43M | Sell |
29,855
-3,450
| -10% | -$281K | 0.12% | 202 |
|
|
2023
Q3 | $2.44M | Buy |
33,305
+440
| +1% | +$32.2K | 0.13% | 185 |
|
|
2023
Q2 | $2.47M | Buy |
32,865
+196
| +0.6% | +$14.7K | 0.13% | 181 |
|
|
2023
Q1 | $2.32M | Buy |
+32,669
| New | +$2.32M | 0.14% | 174 |
|