PHWM
Pine Harbor Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Sell |
8,836
-55
| -0.6% | -$5.55K | 0.31% | 38 |
|
|
2025
Q1 | $821K | Hold |
8,891
| – | – | 0.33% | 36 |
|
|
2024
Q4 | $862K | Hold |
8,891
| – | – | 0.35% | 35 |
|
|
2024
Q3 | $846K | Buy |
8,891
+110
| +1% | +$10.5K | 0.42% | 35 |
|
|
2024
Q2 | $792K | Hold |
8,781
| – | – | 0.47% | 34 |
|
|
2024
Q1 | $786K | Hold |
8,781
| – | – | 0.49% | 34 |
|
|
2023
Q4 | $716K | Buy |
+8,781
| New | +$716K | 0.55% | 34 |
|