Oak 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
$20.9M Sell
207,329
-26,712
-11% -$2.69M 13.41% 2
2025
Q1
$21.6M Buy
234,041
+36,839
+19% +$3.4M 16% 1
2024
Q4
$19.1M Buy
+197,202
New +$19.1M 14.7% 1