HNWA
Henrickson Nauta 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 | $19.8M | Buy |
196,863
+7,937
| +4% | +$800K | 6.87% | 3 |
|
|
2025
Q1 | $16.2M | Buy |
188,926
+3,981
| +2% | +$341K | 6.63% | 4 |
|
|
2024
Q4 | $17.9M | Sell |
184,945
-1,595
| -0.9% | -$155K | 7.29% | 3 |
|
|
2024
Q3 | $17.7M | Sell |
186,540
-2,678
| -1% | -$255K | 7.05% | 3 |
|
|
2024
Q2 | $17.1M | Sell |
189,218
-2,791
| -1% | -$252K | 7.29% | 3 |
|
|
2024
Q1 | $16.8M | Sell |
192,009
-2,895
| -1% | -$254K | 7.42% | 3 |
|
|
2023
Q4 | $15.9M | Buy |
194,904
+7,492
| +4% | +$611K | 7.8% | 3 |
|
|
2023
Q3 | $13.7M | Sell |
187,412
-962
| -0.5% | -$70.5K | 8.39% | 3 |
|
|
2023
Q2 | $14.2M | Sell |
188,374
-1,389
| -0.7% | -$104K | 9.62% | 2 |
|
|
2023
Q1 | $13.5M | Buy |
189,763
+639
| +0.3% | +$45.3K | 9.69% | 2 |
|
|
2022
Q4 | $12.9M | Buy |
189,124
+25,641
| +16% | +$1.74M | 10.21% | 2 |
|
|
2022
Q3 | $10.2M | Buy |
163,483
+13,636
| +9% | +$850K | 9.72% | 2 |
|
|
2022
Q2 | $9.75M | Buy |
149,847
+31,321
| +26% | +$2.04M | 8.91% | 2 |
|
|
2022
Q1 | $9.14M | Sell |
118,526
-2,470
| -2% | -$190K | 7.6% | 4 |
|
|
2021
Q4 | $9.08M | Buy |
+120,996
| New | +$9.08M | 7.39% | 3 |
|