Robertson Stephens 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 | $1.1M | Buy |
10,926
+33
| +0.3% | +$3.33K | 0.04% | 258 |
|
|
2025
Q1 | $1.01M | Buy |
10,893
+33
| +0.3% | +$3.05K | 0.03% | 265 |
|
|
2024
Q4 | $1.05M | Buy |
10,860
+37
| +0.3% | +$3.59K | 0.04% | 254 |
|
|
2024
Q3 | $1.03M | Buy |
10,823
+37
| +0.3% | +$3.52K | 0.04% | 276 |
|
|
2024
Q2 | $973K | Sell |
10,786
-19,021
| -64% | -$1.72M | 0.05% | 231 |
|
|
2024
Q1 | $2.67M | Buy |
29,807
+3,130
| +12% | +$280K | 0.14% | 121 |
|
|
2023
Q4 | $2.18M | Buy |
26,677
+517
| +2% | +$42.2K | 0.13% | 130 |
|
|
2023
Q3 | $1.92M | Buy |
+26,160
| New | +$1.92M | 0.13% | 145 |
|