PP
Prosperity Planning’s Avantis US Equity ETF AVUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.58M | Buy |
45,461
+3,734
| +9% | +$376K | 1.32% | 21 |
|
2025
Q1 | $3.85M | Buy |
41,727
+962
| +2% | +$88.9K | 1.21% | 21 |
|
2024
Q4 | $3.95M | Buy |
40,765
+500
| +1% | +$48.5K | 1.27% | 21 |
|
2024
Q3 | $3.83M | Buy |
40,265
+6,382
| +19% | +$607K | 1.21% | 21 |
|
2024
Q2 | $3.06M | Buy |
33,883
+1,911
| +6% | +$172K | 1.04% | 23 |
|
2024
Q1 | $2.86M | Buy |
31,972
+4
| +0% | +$358 | 0.99% | 26 |
|
2023
Q4 | $2.61M | Buy |
31,968
+382
| +1% | +$31.2K | 0.98% | 26 |
|
2023
Q3 | $2.31M | Buy |
31,586
+597
| +2% | +$43.7K | 0.97% | 27 |
|
2023
Q2 | $2.33M | Buy |
30,989
+2,060
| +7% | +$155K | 0.96% | 27 |
|
2023
Q1 | $2.05M | Buy |
28,929
+1,174
| +4% | +$83.2K | 0.89% | 28 |
|
2022
Q4 | $1.53M | Hold |
27,755
| – | – | 0.76% | 30 |
|
2022
Q3 | $1.73M | Buy |
27,755
+12,754
| +85% | +$795K | 0.9% | 28 |
|
2022
Q2 | $1.59M | Hold |
15,001
| – | – | 0.81% | 29 |
|
2022
Q1 | $1.24M | Hold |
15,001
| – | – | 0.61% | 34 |
|
2021
Q4 | $1.2M | Buy |
15,001
+3,393
| +29% | +$272K | 0.61% | 34 |
|
2021
Q3 | $856K | Buy |
11,608
+1,336
| +13% | +$98.5K | 0.47% | 40 |
|
2021
Q2 | $762K | Buy |
10,272
+1,909
| +23% | +$142K | 0.47% | 42 |
|
2021
Q1 | $580K | Buy |
8,363
+685
| +9% | +$47.5K | 0.41% | 44 |
|
2020
Q4 | $484K | Buy |
+7,678
| New | +$484K | 0.41% | 43 |
|