Morling Financial Advisors’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 | $5.55M | Buy |
55,031
+953
| +2% | +$96.1K | 1.81% | 14 |
|
|
2025
Q1 | $5M | Sell |
54,078
-944
| -2% | -$87.2K | 1.72% | 15 |
|
|
2024
Q4 | $5.33M | Buy |
55,022
+941
| +2% | +$91.2K | 1.86% | 15 |
|
|
2024
Q3 | $5.15M | Sell |
54,081
-151
| -0.3% | -$14.4K | 1.96% | 14 |
|
|
2024
Q2 | $4.89M | Sell |
54,232
-125
| -0.2% | -$11.3K | 2.13% | 14 |
|
|
2024
Q1 | $4.86M | Sell |
54,357
-552
| -1% | -$49.4K | 2.78% | 12 |
|
|
2023
Q4 | $4.48M | Buy |
54,909
+1,115
| +2% | +$90.9K | 3.61% | 10 |
|
|
2023
Q3 | $3.94M | Sell |
53,794
-781
| -1% | -$57.2K | 3.91% | 10 |
|
|
2023
Q2 | $4.1M | Buy |
54,575
+775
| +1% | +$58.3K | 3.94% | 9 |
|
|
2023
Q1 | $3.81M | Sell |
53,800
-678
| -1% | -$48.1K | 4.11% | 9 |
|
|
2022
Q4 | $3.71M | Buy |
+54,478
| New | +$3.71M | 4.73% | 8 |
|