LWM
Lakeridge Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Buy |
80,910
+1,278
| +2% | +$129K | 3.75% | 6 |
|
|
2025
Q1 | $7.36M | Sell |
79,632
-88
| -0.1% | -$8.13K | 3.68% | 6 |
|
|
2024
Q4 | $7.73M | Buy |
79,720
+15,991
| +25% | +$1.55M | 3.99% | 6 |
|
|
2024
Q3 | $6.06M | Buy |
63,729
+12,237
| +24% | +$1.16M | 3.33% | 6 |
|
|
2024
Q2 | $4.64M | Buy |
51,492
+6,492
| +14% | +$586K | 2.79% | 10 |
|
|
2024
Q1 | $4.03M | Buy |
45,000
+2,525
| +6% | +$226K | 2.61% | 10 |
|
|
2023
Q4 | $3.46M | Buy |
+42,475
| New | +$3.46M | 2.5% | 8 |
|