Oakwell Private Wealth Management’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 | $699K | Hold |
6,929
| – | – | 0.16% | 46 |
|
|
2025
Q1 | $640K | Hold |
6,929
| – | – | 0.18% | 43 |
|
|
2024
Q4 | $672K | Sell |
6,929
-184
| -3% | -$17.8K | 0.19% | 42 |
|
|
2024
Q3 | $677K | Hold |
7,113
| – | – | 0.19% | 41 |
|
|
2024
Q2 | $642K | Hold |
7,113
| – | – | 0.18% | 42 |
|
|
2024
Q1 | $637K | Hold |
7,113
| – | – | 0.19% | 40 |
|
|
2023
Q4 | $580K | Hold |
7,113
| – | – | 0.2% | 40 |
|
|
2023
Q3 | $521K | Hold |
7,113
| – | – | 0.22% | 40 |
|
|
2023
Q2 | $535K | Sell |
7,113
-274
| -4% | -$20.6K | 0.22% | 38 |
|
|
2023
Q1 | $524K | Buy |
7,387
+351
| +5% | +$24.9K | 0.24% | 39 |
|
|
2022
Q4 | $479K | Buy |
7,036
+1,665
| +31% | +$113K | 0.23% | 39 |
|
|
2022
Q3 | $335K | Sell |
5,371
-18,064
| -77% | -$1.13M | 0.19% | 48 |
|
|
2022
Q2 | $1.52M | Buy |
23,435
+16,110
| +220% | +$1.05M | 0.87% | 17 |
|
|
2022
Q1 | $565K | Buy |
+7,325
| New | +$565K | 0.28% | 37 |
|