MRWM
ML&R Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.91M | Sell |
54,863
-30,606
| -36% | -$2.74M | 1.13% | 8 |
|
|
2023
Q4 | $6.97M | Buy |
85,469
+1,935
| +2% | +$158K | 1.58% | 8 |
|
|
2023
Q3 | $6.12M | Sell |
83,534
-7,119
| -8% | -$522K | 1.6% | 8 |
|
|
2023
Q2 | $6.82M | Sell |
90,653
-31,885
| -26% | -$2.4M | 1.5% | 9 |
|
|
2023
Q1 | $8.69M | Buy |
122,538
+3,693
| +3% | +$262K | 2.32% | 8 |
|
|
2022
Q4 | $8.08M | Buy |
118,845
+4,869
| +4% | +$331K | 2.42% | 8 |
|
|
2022
Q3 | $7.11M | Buy |
113,976
+39,916
| +54% | +$2.49M | 2.4% | 8 |
|
|
2022
Q2 | $4.82M | Buy |
74,060
+30,030
| +68% | +$1.95M | 2.17% | 7 |
|
|
2022
Q1 | $3.4M | Buy |
44,030
+32,979
| +298% | +$2.54M | 1.25% | 10 |
|
|
2021
Q4 | $886K | Buy |
+11,051
| New | +$886K | 0.33% | 16 |
|