Sax Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Sell |
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|
2025
Q1 | $14M | Buy |
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|
2024
Q4 | $14.1M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $14.3M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $17.5M | Sell |
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|
2023
Q3 | $16.6M | Buy |
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|
2023
Q2 | $16.1M | Buy |
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|
2023
Q1 | $14.2M | Buy |
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|
2022
Q4 | $12.6M | Buy |
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|
2022
Q3 | $8.37M | Buy |
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|
2022
Q2 | $4.78M | Buy |
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|
2022
Q1 | $3.13M | Buy |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $563K | Buy |
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