GWA
Geometric Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.1M | Buy |
387,561
+137,238
| +55% | +$13.8M | 5.84% | 4 |
|
|
2025
Q1 | $23.1M | Buy |
250,323
+198,864
| +386% | +$18.4M | 3.95% | 3 |
|
|
2024
Q4 | $4.99M | Buy |
51,459
+180
| +0.4% | +$17.4K | 0.91% | 7 |
|
|
2024
Q3 | $4.88M | Buy |
51,279
+1,717
| +3% | +$163K | 0.9% | 6 |
|
|
2024
Q2 | $4.47M | Sell |
49,562
-3,263
| -6% | -$294K | 0.92% | 5 |
|
|
2024
Q1 | $4.73M | Hold |
52,825
| – | – | 1.12% | 5 |
|
|
2023
Q4 | $4.31M | Hold |
52,825
| – | – | 1.14% | 4 |
|
|
2023
Q3 | $3.87M | Hold |
52,825
| – | – | 1.21% | 4 |
|
|
2023
Q2 | $4.03M | Hold |
52,825
| – | – | 1.25% | 3 |
|
|
2023
Q1 | $3.73M | Buy |
52,825
+43
| +0.1% | +$3.03K | 1.3% | 3 |
|
|
2022
Q4 | $3.59M | Buy |
52,782
+33,598
| +175% | +$2.29M | 1.45% | 3 |
|
|
2022
Q3 | $1.2M | Sell |
19,184
-138,977
| -88% | -$8.66M | 0.58% | 4 |
|
|
2022
Q2 | $10.3M | Buy |
+158,161
| New | +$10.3M | 5.13% | 3 |
|