Heritage Financial Services’s Avantis US Equity ETF AVUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $606K | Hold |
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|
2025
Q2 | $562K | Hold |
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|
2025
Q1 | $515K | Hold |
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|
2024
Q4 | $540K | Sell |
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|
2024
Q3 | $538K | Hold |
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|
2024
Q2 | $509K | Hold |
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|
2024
Q1 | $506K | Sell |
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|
2023
Q4 | $943K | Hold |
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|
2023
Q3 | $847K | Hold |
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|
2023
Q2 | $869K | Hold |
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|
2023
Q1 | $819K | Sell |
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|
2022
Q4 | $918K | Sell |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $567K | Buy |
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|
2022
Q1 | $378K | Buy |
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|
2021
Q4 | $221K | Buy |
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