MFC
Morris Financial Concepts’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
25,371
+279
| +1% | +$28.1K | 1.02% | 17 |
|
|
2025
Q1 | $2.32M | Buy |
25,092
+206
| +0.8% | +$19K | 0.97% | 16 |
|
|
2024
Q4 | $2.41M | Buy |
24,886
+556
| +2% | +$53.9K | 1.03% | 16 |
|
|
2024
Q3 | $2.31M | Buy |
24,330
+48
| +0.2% | +$4.57K | 0.99% | 15 |
|
|
2024
Q2 | $2.19M | Sell |
24,282
-386
| -2% | -$34.8K | 1.05% | 15 |
|
|
2024
Q1 | $2.21M | Sell |
24,668
-349
| -1% | -$31.2K | 1.13% | 15 |
|
|
2023
Q4 | $2.04M | Buy |
25,017
+462
| +2% | +$37.7K | 1.17% | 17 |
|
|
2023
Q3 | $1.8M | Buy |
24,555
+765
| +3% | +$56K | 1.2% | 18 |
|
|
2023
Q2 | $1.79M | Buy |
23,790
+1,424
| +6% | +$107K | 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% | +$182K | 1.08% | 22 |
|
|
2022
Q3 | $1.06M | Sell |
17,051
-1,512
| -8% | -$94.3K | 1.1% | 19 |
|
|
2022
Q2 | $1.21M | Buy |
18,563
+12,779
| +221% | +$831K | 1.15% | 19 |
|
|
2022
Q1 | $446K | Buy |
5,784
+4,045
| +233% | +$312K | 0.37% | 42 |
|
|
2021
Q4 | $139K | Buy |
+1,739
| New | +$139K | 0.12% | 67 |
|