Oakwell Private Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Hold |
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|
2025
Q1 | $640K | Hold |
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|
2024
Q4 | $672K | Sell |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $642K | Hold |
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|
2024
Q1 | $637K | Hold |
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|
2023
Q4 | $580K | Hold |
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|
2023
Q3 | $521K | Hold |
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|
2023
Q2 | $535K | Sell |
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|
2023
Q1 | $524K | Buy |
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|
2022
Q4 | $479K | Buy |
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|
2022
Q3 | $335K | Sell |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $565K | Buy |
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