Midwest Heritage Bank’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 | $323K | Buy |
3,206
+10
| +0.3% | +$1.01K | 0.12% | 44 |
|
|
2025
Q1 | $295K | Buy |
3,196
+10
| +0.3% | +$924 | 0.12% | 42 |
|
|
2024
Q4 | $309K | Sell |
3,186
-5,098
| -62% | -$494K | 0.14% | 44 |
|
|
2024
Q3 | $788K | Buy |
8,284
+11
| +0.1% | +$1.05K | 0.37% | 28 |
|
|
2024
Q2 | $746K | Buy |
8,273
+11
| +0.1% | +$992 | 0.38% | 27 |
|
|
2024
Q1 | $739K | Buy |
8,262
+9
| +0.1% | +$806 | 0.39% | 28 |
|
|
2023
Q4 | $673K | Hold |
8,253
| – | – | 0.46% | 27 |
|
|
2023
Q3 | $605K | Hold |
8,253
| – | – | 0.45% | 27 |
|
|
2023
Q2 | $621K | Hold |
8,253
| – | – | 0.47% | 26 |
|
|
2023
Q1 | $585K | Sell |
8,253
-4,118
| -33% | -$292K | 0.47% | 25 |
|
|
2022
Q4 | $841K | Hold |
12,371
| – | – | 0.81% | 28 |
|
|
2022
Q3 | $771K | Buy |
12,371
+5,109
| +70% | +$318K | 0.81% | 27 |
|
|
2022
Q2 | $472K | Buy |
+7,262
| New | +$472K | 0.43% | 38 |
|