Ruedi Wealth Management’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 | $3.59M | Buy |
35,606
+22,553
| +173% | +$2.27M | 1.06% | 19 |
|
2025
Q1 | $1.21M | Sell |
13,053
-3,388
| -21% | -$313K | 0.38% | 23 |
|
2024
Q4 | $1.59M | Sell |
16,441
-70
| -0.4% | -$6.79K | 0.5% | 21 |
|
2024
Q3 | $1.57M | Sell |
16,511
-6,861
| -29% | -$653K | 0.54% | 21 |
|
2024
Q2 | $2.11M | Sell |
23,372
-3,728
| -14% | -$336K | 0.83% | 19 |
|
2024
Q1 | $2.43M | Sell |
27,100
-3,515
| -11% | -$315K | 1.02% | 17 |
|
2023
Q4 | $2.5M | Sell |
30,615
-1,075
| -3% | -$87.7K | 1.18% | 16 |
|
2023
Q3 | $2.32M | Sell |
31,690
-1,458
| -4% | -$107K | 1.33% | 15 |
|
2023
Q2 | $2.49M | Buy |
33,148
+6,476
| +24% | +$487K | 1.47% | 15 |
|
2023
Q1 | $1.89M | Buy |
26,672
+262
| +1% | +$18.6K | 1.21% | 15 |
|
2022
Q4 | $1.8M | Buy |
+26,410
| New | +$1.8M | 1.27% | 15 |
|