PCG 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 | – | Sell |
-2,333
| Closed | -$216K | – | 97 |
|
|
2025
Q1 | $216K | Buy |
2,333
+81
| +4% | +$7.48K | 0.08% | 124 |
|
|
2024
Q4 | $218K | Sell |
2,252
-21
| -0.9% | -$2.04K | 0.08% | 120 |
|
|
2024
Q3 | $216K | Sell |
2,273
-1,349
| -37% | -$128K | 0.08% | 115 |
|
|
2024
Q2 | $327K | Hold |
3,622
| – | – | 0.14% | 88 |
|
|
2024
Q1 | $324K | Buy |
3,622
+124
| +4% | +$11.1K | 0.15% | 83 |
|
|
2023
Q4 | $285K | Buy |
3,498
+277
| +9% | +$22.6K | 0.16% | 81 |
|
|
2023
Q3 | $236K | Buy |
3,221
+68
| +2% | +$4.98K | 0.15% | 88 |
|
|
2023
Q2 | $237K | Sell |
3,153
-705
| -18% | -$53K | 0.15% | 91 |
|
|
2023
Q1 | $273K | Buy |
+3,858
| New | +$273K | 0.17% | 89 |
|