LFGO
Legacy Financial Group (Oklahoma)’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31M | Buy |
307,815
+25,949
| +9% | +$2.62M | 9.17% | 2 |
|
|
2025
Q1 | $26M | Buy |
281,866
+23,128
| +9% | +$2.14M | 8.36% | 2 |
|
|
2024
Q4 | $25.1M | Buy |
258,738
+13,878
| +6% | +$1.35M | 8.08% | 2 |
|
|
2024
Q3 | $23.2M | Buy |
244,860
+28,231
| +13% | +$2.67M | 7.87% | 2 |
|
|
2024
Q2 | $19.5M | Buy |
216,629
+14,313
| +7% | +$1.29M | 7.4% | 2 |
|
|
2024
Q1 | $18.1M | Buy |
202,316
+15,460
| +8% | +$1.38M | 7.13% | 3 |
|
|
2023
Q4 | $15.2M | Buy |
186,856
+11,009
| +6% | +$898K | 6.65% | 5 |
|
|
2023
Q3 | $12.9M | Buy |
175,847
+7,387
| +4% | +$541K | 6.36% | 5 |
|
|
2023
Q2 | $12.7M | Buy |
168,460
+15,030
| +10% | +$1.13M | 6.33% | 5 |
|
|
2023
Q1 | $10.9M | Buy |
153,430
+16,684
| +12% | +$1.18M | 6.01% | 5 |
|
|
2022
Q4 | $9.3M | Buy |
+136,746
| New | +$9.3M | 5.73% | 5 |
|