HFA
Highland Financial 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 | $29.8M | Buy |
295,952
+11,461
| +4% | +$1.16M | 9.58% | 3 |
|
|
2025
Q1 | $26.3M | Buy |
284,491
+11,051
| +4% | +$1.02M | 9.4% | 2 |
|
|
2024
Q4 | $26.5M | Buy |
273,440
+8,514
| +3% | +$825K | 9.18% | 3 |
|
|
2024
Q3 | $25.2M | Buy |
264,926
+6,640
| +3% | +$632K | 8.96% | 3 |
|
|
2024
Q2 | $23.3M | Buy |
258,286
+30,093
| +13% | +$2.71M | 8.66% | 2 |
|
|
2024
Q1 | $20.4M | Buy |
228,193
+5,034
| +2% | +$451K | 8.17% | 4 |
|
|
2023
Q4 | $18.2M | Buy |
223,159
+6,344
| +3% | +$517K | 7.91% | 4 |
|
|
2023
Q3 | $15.9M | Buy |
216,815
+1,577
| +0.7% | +$116K | 8.22% | 4 |
|
|
2023
Q2 | $16.2M | Buy |
215,238
+4,266
| +2% | +$321K | 8.34% | 4 |
|
|
2023
Q1 | $15M | Buy |
210,972
+5,083
| +2% | +$360K | 8.12% | 4 |
|
|
2022
Q4 | $14M | Buy |
205,889
+33,344
| +19% | +$2.27M | 8.24% | 3 |
|
|
2022
Q3 | $10.8M | Buy |
172,545
+23,342
| +16% | +$1.46M | 7.47% | 4 |
|
|
2022
Q2 | $9.7M | Buy |
+149,203
| New | +$9.7M | 6.65% | 4 |
|