MWM
Mattern 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 | $35.1M | Buy |
348,017
+67,620
| +24% | +$6.82M | 7.3% | 2 |
|
|
2025
Q1 | $25.9M | Buy |
280,397
+108,546
| +63% | +$10M | 5.73% | 3 |
|
|
2024
Q4 | $16.7M | Sell |
171,851
-595
| -0.3% | -$57.7K | 3.67% | 6 |
|
|
2024
Q3 | $16.4M | Buy |
172,446
+17,752
| +11% | +$1.69M | 3.61% | 6 |
|
|
2024
Q2 | $14M | Buy |
154,694
+40,159
| +35% | +$3.62M | 3.35% | 6 |
|
|
2024
Q1 | $10.3M | Buy |
114,535
+444
| +0.4% | +$39.7K | 2.49% | 8 |
|
|
2023
Q4 | $9.3M | Buy |
114,091
+10,997
| +11% | +$897K | 2.39% | 9 |
|
|
2023
Q3 | $7.55M | Buy |
+103,094
| New | +$7.55M | 2.21% | 9 |
|