North Ridge Wealth 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 | $4.37M | Buy |
43,359
+8,404
| +24% | +$847K | 2.69% | 13 |
|
|
2025
Q1 | $3.23M | Hold |
34,955
| – | – | 2.16% | 13 |
|
|
2024
Q4 | $3.39M | Sell |
34,955
-12
| -0% | -$1.16K | 2.35% | 13 |
|
|
2024
Q3 | $3.33M | Sell |
34,967
-602
| -2% | -$57.3K | 2.26% | 13 |
|
|
2024
Q2 | $3.21M | Sell |
35,569
-790
| -2% | -$71.3K | 2.44% | 13 |
|
|
2024
Q1 | $3.25M | Hold |
36,359
| – | – | 2.52% | 12 |
|
|
2023
Q4 | $2.97M | Buy |
36,359
+11,089
| +44% | +$904K | 2.47% | 12 |
|
|
2023
Q3 | $1.85M | Hold |
25,270
| – | – | 1.8% | 13 |
|
|
2023
Q2 | $1.9M | Buy |
25,270
+213
| +0.9% | +$16K | 1.82% | 13 |
|
|
2023
Q1 | $1.78M | Buy |
+25,057
| New | +$1.78M | 1.78% | 13 |
|