Lauterbach Financial 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 | $306K | Buy |
3,031
+6
| +0.2% | +$605 | 0.17% | 64 |
|
|
2025
Q1 | $279K | Buy |
3,025
+7
| +0.2% | +$647 | 0.17% | 60 |
|
|
2024
Q4 | $293K | Buy |
3,018
+7
| +0.2% | +$679 | 0.18% | 53 |
|
|
2024
Q3 | $286K | Buy |
3,011
+7
| +0.2% | +$666 | 0.17% | 55 |
|
|
2024
Q2 | $266K | Buy |
3,004
+7
| +0.2% | +$621 | 0.18% | 52 |
|
|
2024
Q1 | $268K | Buy |
2,997
+6
| +0.2% | +$537 | 0.18% | 54 |
|
|
2023
Q4 | $244K | Sell |
2,991
-574
| -16% | -$46.8K | 0.17% | 54 |
|
|
2023
Q3 | $261K | Buy |
3,565
+7
| +0.2% | +$513 | 0.21% | 48 |
|
|
2023
Q2 | $268K | Hold |
3,558
| – | – | 0.2% | 49 |
|
|
2023
Q1 | $252K | Buy |
3,558
+182
| +5% | +$12.9K | 0.2% | 47 |
|
|
2022
Q4 | $230K | Buy |
+3,376
| New | +$230K | 0.2% | 48 |
|
|
2022
Q2 | – | Sell |
-2,849
| Closed | -$220K | – | 48 |
|
|
2022
Q1 | $220K | Buy |
2,849
+254
| +10% | +$19.6K | 0.2% | 44 |
|
|
2021
Q4 | $208K | Buy |
+2,595
| New | +$208K | 0.18% | 47 |
|