Householder Group Estate & Retirement Specialist’s Avantis US Equity ETF AVUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1K | Sell |
11
-6,523
| -100% | -$593K | ﹤0.01% | 500 |
|
|
2024
Q3 | $621K | Buy |
6,534
+357
| +6% | +$33.9K | 0.18% | 114 |
|
|
2024
Q2 | $557K | Buy |
6,177
+1,124
| +22% | +$101K | 0.16% | 124 |
|
|
2024
Q1 | $452K | Buy |
5,053
+698
| +16% | +$62.5K | 0.13% | 145 |
|
|
2023
Q4 | $355K | Buy |
4,355
+224
| +5% | +$18.3K | 0.12% | 161 |
|
|
2023
Q3 | $303K | Buy |
+4,131
| New | +$303K | 0.11% | 163 |
|
|
2023
Q1 | $153K | Buy |
+2,157
| New | +$153K | 0.06% | 231 |
|