Morris Financial Concepts’s Avantis US Equity ETF AVUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.54M	Buy	22,875 +758	+3%	+$86.8K	0.86%	22
2025 Q4	$2.47M	Sell	22,117 -2,887	-12%	-$318K	0.87%	22
2025 Q3	$2.72M	Sell	25,004 -367	-1%	-$38.5K	0.98%	20
2025 Q2	$2.56M	Buy	25,371 +279	+1%	+$26.1K	1.02%	17
2025 Q1	$2.32M	Buy	25,092 +206	+0.8%	+$20.1K	0.97%	16
2024 Q4	$2.41M	Buy	24,886 +556	+2%	+$54.6K	1.03%	16
2024 Q3	$2.31M	Buy	24,330 +48	+0.2%	+$4.41K	0.99%	15
2024 Q2	$2.19M	Sell	24,282 -386	-2%	-$34.1K	1.05%	15
2024 Q1	$2.21M	Sell	24,668 -349	-1%	-$29.5K	1.13%	15
2023 Q4	$2.04M	Buy	25,017 +462	+2%	+$35K	1.17%	17
2023 Q3	$1.8M	Buy	24,555 +765	+3%	+$58.1K	1.2%	18
2023 Q2	$1.79M	Buy	23,790 +1,424	+6%	+$102K	1.16%	18
2023 Q1	$1.59M	Buy	22,366 +2,638	+13%	+$187K	1.12%	21
2022 Q4	$1.34M	Buy	19,728 +2,677	+16%	+$183K	1.08%	22
2022 Q3	$1.06M	Sell	17,051 -1,512	-8%	-$104K	1.1%	19
2022 Q2	$1.21M	Buy	18,563 +12,779	+221%	+$907K	1.15%	19
2022 Q1	$446K	Buy	5,784 +4,045	+233%	+$308K	0.37%	42
2021 Q4	$139K	Buy	+1,739	New	+$136K	0.12%	67