MGWA
Monument Group Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Hold |
7,786
| – | – | 0.49% | 14 |
|
|
2025
Q1 | $719K | Hold |
7,786
| – | – | 0.5% | 15 |
|
|
2024
Q4 | $755K | Hold |
7,786
| – | – | 0.53% | 14 |
|
|
2024
Q3 | $741K | Hold |
7,786
| – | – | 0.45% | 16 |
|
|
2024
Q2 | $702K | Hold |
7,786
| – | – | 0.47% | 17 |
|
|
2024
Q1 | $697K | Sell |
7,786
-274
| -3% | -$24.5K | 0.52% | 16 |
|
|
2023
Q4 | $657K | Buy |
+8,060
| New | +$657K | 0.56% | 14 |
|