Intelligent Financial Strategies’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 | $102K | Sell |
1,017
-101
| -9% | -$10.2K | 0.05% | 43 |
|
|
2025
Q1 | $103K | Sell |
1,118
-35
| -3% | -$3.23K | 0.05% | 44 |
|
|
2024
Q4 | $112K | Sell |
1,153
-50
| -4% | -$4.85K | 0.06% | 42 |
|
|
2024
Q3 | $114K | Sell |
1,203
-55
| -4% | -$5.23K | 0.06% | 43 |
|
|
2024
Q2 | $113K | Hold |
1,258
| – | – | 0.07% | 42 |
|
|
2024
Q1 | $113K | Sell |
1,258
-3,592
| -74% | -$321K | 0.07% | 45 |
|
|
2023
Q4 | $395K | Sell |
4,850
-3,541
| -42% | -$289K | 0.28% | 33 |
|
|
2023
Q3 | $615K | Sell |
8,391
-56
| -0.7% | -$4.1K | 0.46% | 28 |
|
|
2023
Q2 | $635K | Sell |
8,447
-4,762
| -36% | -$358K | 0.46% | 28 |
|
|
2023
Q1 | $936K | Sell |
13,209
-1,066
| -7% | -$75.6K | 0.73% | 22 |
|
|
2022
Q4 | $971K | Buy |
14,275
+83
| +0.6% | +$5.65K | 0.82% | 21 |
|
|
2022
Q3 | $885K | Buy |
14,192
+8,935
| +170% | +$557K | 0.93% | 22 |
|
|
2022
Q2 | $342K | Buy |
+5,257
| New | +$342K | 0.35% | 40 |
|