ORL
Oak Root LLC’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306M | Sell |
3,032,705
-17,022
| -0.6% | -$1.72M | 37.87% | 1 |
|
|
2025
Q1 | $282M | Buy |
3,049,727
+13,125
| +0.4% | +$1.21M | 37.76% | 1 |
|
|
2024
Q4 | $294M | Hold |
3,036,602
| – | – | 38.32% | 1 |
|
|
2024
Q3 | $289M | Sell |
3,036,602
-6,904
| -0.2% | -$657K | 36.46% | 1 |
|
|
2024
Q2 | $274M | Hold |
3,043,506
| – | – | 36.58% | 1 |
|
|
2024
Q1 | $272M | Buy |
3,043,506
+61,650
| +2% | +$5.52M | 36.5% | 1 |
|
|
2023
Q4 | $243M | Buy |
+2,981,856
| New | +$243M | 36.76% | 1 |
|