Meredith Wealth Planning’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 | $8.33M | Buy |
82,657
+15,479
| +23% | +$1.56M | 3.03% | 11 |
|
|
2025
Q1 | $6.21M | Sell |
67,178
-128
| -0.2% | -$11.8K | 2.74% | 11 |
|
|
2024
Q4 | $6.52M | Sell |
67,306
-140
| -0.2% | -$13.6K | 2.91% | 10 |
|
|
2024
Q3 | $6.42M | Buy |
67,446
+62
| +0.1% | +$5.9K | 3.06% | 10 |
|
|
2024
Q2 | $6.08M | Buy |
67,384
+2,975
| +5% | +$268K | 3.18% | 10 |
|
|
2024
Q1 | $5.76M | Buy |
64,409
+1,583
| +3% | +$142K | 3.22% | 10 |
|
|
2023
Q4 | $5.12M | Buy |
62,826
+1,698
| +3% | +$138K | 3.18% | 10 |
|
|
2023
Q3 | $4.48M | Buy |
61,128
+10,117
| +20% | +$741K | 3.33% | 8 |
|
|
2023
Q2 | $3.84M | Buy |
51,011
+16,689
| +49% | +$1.25M | 3.12% | 8 |
|
|
2023
Q1 | $2.43M | Buy |
+34,322
| New | +$2.43M | 1.96% | 9 |
|