Life Planning Partners’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 | $2.63M | Buy |
26,099
+13,805
| +112% | +$1.39M | 2.09% | 11 |
|
|
2025
Q1 | $1.14M | Buy |
12,294
+2,453
| +25% | +$227K | 1.03% | 26 |
|
|
2024
Q4 | $954K | Buy |
9,841
+1
| +0% | +$97 | 0.88% | 27 |
|
|
2024
Q3 | $936K | Buy |
9,840
+1,579
| +19% | +$150K | 0.84% | 28 |
|
|
2024
Q2 | $745K | Buy |
8,261
+4,696
| +132% | +$424K | 0.68% | 30 |
|
|
2024
Q1 | $319K | Hold |
3,565
| – | – | 0.32% | 51 |
|
|
2023
Q4 | $291K | Buy |
+3,565
| New | +$291K | 0.29% | 51 |
|