HWM
HB 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 | $377M | Buy |
3,735,407
+2,561,165
| +218% | +$258M | 2.99% | 6 |
|
|
2025
Q1 | $108M | Buy |
1,174,242
+1,121,070
| +2,108% | +$104M | 0.91% | 19 |
|
|
2024
Q4 | $5.15M | Buy |
53,172
+3,562
| +7% | +$345K | 0.05% | 164 |
|
|
2024
Q3 | $4.72M | Hold |
49,610
| – | – | 0.05% | 162 |
|
|
2024
Q2 | $4.47M | Sell |
49,610
-4,136
| -8% | -$373K | 0.05% | 163 |
|
|
2024
Q1 | $4.81M | Sell |
53,746
-1,155
| -2% | -$103K | 0.06% | 156 |
|
|
2023
Q4 | $4.48M | Sell |
54,901
-7,987
| -13% | -$651K | 0.06% | 148 |
|
|
2023
Q3 | $4.61M | Sell |
62,888
-10,390
| -14% | -$761K | 0.07% | 130 |
|
|
2023
Q2 | $5.51M | Hold |
73,278
| – | – | 0.09% | 114 |
|
|
2023
Q1 | $5.19M | Buy |
73,278
+9,242
| +14% | +$655K | 0.09% | 113 |
|
|
2022
Q4 | $4.36M | Buy |
64,036
+25,422
| +66% | +$1.73M | 0.08% | 121 |
|
|
2022
Q3 | $2.41M | Sell |
38,614
-185,193
| -83% | -$11.5M | 0.05% | 160 |
|
|
2022
Q2 | $14.6M | Buy |
223,807
+58,506
| +35% | +$3.81M | 0.3% | 33 |
|
|
2022
Q1 | $12.7M | Buy |
+165,301
| New | +$12.7M | 0.24% | 41 |
|