SAG
SageView Advisory 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 | $3.14M | Sell |
30,188
-230
| -0.8% | -$24K | 0.12% | 102 |
|
|
2025
Q1 | $2.81M | Buy |
30,418
+242
| +0.8% | +$22.4K | 0.12% | 96 |
|
|
2024
Q4 | $2.93M | Buy |
30,176
+1,243
| +4% | +$120K | 0.13% | 95 |
|
|
2024
Q3 | $2.75M | Buy |
28,933
+133
| +0.5% | +$12.7K | 0.14% | 90 |
|
|
2024
Q2 | $2.6M | Sell |
28,800
-695
| -2% | -$62.7K | 0.12% | 105 |
|
|
2024
Q1 | $2.64M | Sell |
29,495
-39
| -0.1% | -$3.49K | 0.13% | 91 |
|
|
2023
Q4 | $2.46M | Sell |
29,534
-658
| -2% | -$54.9K | 0.11% | 118 |
|
|
2023
Q3 | $2.21M | Buy |
30,192
+116
| +0.4% | +$8.5K | 0.13% | 103 |
|
|
2023
Q2 | $2.26M | Sell |
30,076
-1,707
| -5% | -$128K | 0.13% | 107 |
|
|
2023
Q1 | $2.25M | Sell |
31,783
-297
| -0.9% | -$21.1K | 0.14% | 104 |
|
|
2022
Q4 | $2.18M | Buy |
+32,080
| New | +$2.18M | 0.18% | 94 |
|