HTG Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.8M | Buy |
206,552
+22,453
| +12% | +$2.26M | 7.75% | 3 |
|
2025
Q1 | $17M | Buy |
184,099
+17,157
| +10% | +$1.58M | 7.09% | 5 |
|
2024
Q4 | $16.2M | Buy |
166,942
+1,108
| +0.7% | +$107K | 7.4% | 4 |
|
2024
Q3 | $15.8M | Buy |
165,834
+8,746
| +6% | +$832K | 7.45% | 5 |
|
2024
Q2 | $14.2M | Sell |
157,088
-156
| -0.1% | -$14.1K | 7.64% | 5 |
|
2024
Q1 | $14.1M | Buy |
157,244
+19,854
| +14% | +$1.78M | 8.16% | 4 |
|
2023
Q4 | $11.2M | Buy |
137,390
+14,458
| +12% | +$1.18M | 7.32% | 4 |
|
2023
Q3 | $9.01M | Buy |
122,932
+6,039
| +5% | +$442K | 7.22% | 4 |
|
2023
Q2 | $8.79M | Buy |
116,893
+9,167
| +9% | +$689K | 7.26% | 4 |
|
2023
Q1 | $7.64M | Buy |
107,726
+6,263
| +6% | +$444K | 6.96% | 4 |
|
2022
Q4 | $6.9M | Buy |
+101,463
| New | +$6.9M | 6.98% | 4 |
|