PWMG
Private Wealth Management Group’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
20,307
+18,734
| +1,191% | +$1.89M | 0.68% | 24 |
|
|
2025
Q1 | $145K | Buy |
1,573
+29
| +2% | +$2.68K | 0.05% | 91 |
|
|
2024
Q4 | $150K | Hold |
1,544
| – | – | 0.06% | 92 |
|
|
2024
Q3 | $147K | Buy |
1,544
+68
| +5% | +$6.47K | 0.06% | 86 |
|
|
2024
Q2 | $133K | Buy |
1,476
+11
| +0.8% | +$992 | 0.06% | 90 |
|
|
2024
Q1 | $131K | Sell |
1,465
-2,747
| -65% | -$246K | 0.06% | 84 |
|
|
2023
Q4 | $343K | Buy |
+4,212
| New | +$343K | 0.17% | 53 |
|