Perigon 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
Q3 | $8.65M | Sell |
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|
2025
Q2 | $8.23M | Sell |
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|
2025
Q1 | $7.77M | Buy |
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|
2024
Q4 | $8.15M | Sell |
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|
2024
Q3 | $7.89M | Buy |
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|
2024
Q2 | $7.43M | Buy |
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|
2024
Q1 | $7.02M | Buy |
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|
2023
Q4 | $4.76M | Buy |
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|
2023
Q3 | $4.07M | Buy |
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|
2023
Q2 | $3.91M | Buy |
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|
2023
Q1 | $2.55M | Sell |
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|
2022
Q4 | $2.49M | Sell |
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|
2022
Q3 | $2.64M | Buy |
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|
2022
Q2 | $2.59M | Buy |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.32M | Buy |
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|
2021
Q3 | $2.01M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.7M | Buy |
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|
2020
Q4 | $1.5M | Buy |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q2 | $713K | Buy |
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|
2020
Q1 | $542K | Buy |
|