M Wealth Management LLC’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
$1.51M Hold
14,966
1.39% 16
2025
Q1
$1.38M Sell
14,966
-1,088
-7% -$101K 1.29% 15
2024
Q4
$1.56M Buy
+16,054
New +$1.56M 1.42% 14