Plancorp LLC’s Avantis Inflation Focused Equity ETF AVIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
21,437
+400
| +2% | +$24.4K | 0.05% | 135 |
|
|
2025
Q1 | $1.36M | Buy |
21,037
+600
| +3% | +$38.7K | 0.05% | 124 |
|
|
2024
Q4 | $1.23M | Hold |
20,437
| – | – | 0.05% | 111 |
|
|
2024
Q3 | $1.32M | Buy |
20,437
+570
| +3% | +$36.7K | 0.05% | 109 |
|
|
2024
Q2 | $1.23M | Buy |
19,867
+1,528
| +8% | +$94.9K | 0.05% | 107 |
|
|
2024
Q1 | $1.16M | Buy |
18,339
+684
| +4% | +$43.3K | 0.05% | 112 |
|
|
2023
Q4 | $1.02M | Buy |
17,655
+1,120
| +7% | +$64.6K | 0.05% | 111 |
|
|
2023
Q3 | $938K | Buy |
16,535
+500
| +3% | +$28.4K | 0.05% | 113 |
|
|
2023
Q2 | $880K | Hold |
16,035
| – | – | 0.05% | 115 |
|
|
2023
Q1 | $888K | Buy |
16,035
+300
| +2% | +$16.6K | 0.05% | 117 |
|
|
2022
Q4 | $906K | Buy |
+15,735
| New | +$906K | 0.05% | 103 |
|