Rothschild Investment LLC’s Avantis US Equity ETF AVUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Hold |
2,275
| – | – | 0.01% | 476 |
|
|
2025
Q1 | $210K | Hold |
2,275
| – | – | 0.01% | 495 |
|
|
2024
Q4 | $221K | Hold |
2,275
| – | – | 0.01% | 480 |
|
|
2024
Q3 | $216K | Hold |
2,275
| – | – | 0.01% | 496 |
|
|
2024
Q2 | $205K | Hold |
2,275
| – | – | 0.01% | 494 |
|
|
2024
Q1 | $204K | Buy |
2,275
+835
| +58% | +$74.7K | 0.01% | 466 |
|
|
2023
Q4 | $117K | Buy |
+1,440
| New | +$117K | 0.01% | 502 |
|