Plancorp LLC’s Avantis Moderate Allocation ETF AVMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Hold |
3,750
| – | – | 0.01% | 337 |
|
|
2025
Q1 | $218K | Hold |
3,750
| – | – | 0.01% | 331 |
|
|
2024
Q4 | $218K | Hold |
3,750
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $224K | Hold |
3,750
| – | – | 0.01% | 285 |
|
|
2024
Q2 | $212K | Hold |
3,750
| – | – | 0.01% | 279 |
|
|
2024
Q1 | $213K | Hold |
3,750
| – | – | 0.01% | 276 |
|
|
2023
Q4 | $203K | Buy |
+3,750
| New | +$203K | 0.01% | 269 |
|