Schwarz Dygos Wheeler Investment Advisors’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 | $4.84M | Sell |
48,044
-820
| -2% | -$82.7K | 1.1% | 23 |
|
|
2025
Q1 | $4.51M | Sell |
48,864
-2,761
| -5% | -$255K | 1.07% | 24 |
|
|
2024
Q4 | $5M | Sell |
51,625
-1,816
| -3% | -$176K | 1.23% | 18 |
|
|
2024
Q3 | $5.08M | Sell |
53,441
-10,488
| -16% | -$998K | 1.27% | 17 |
|
|
2024
Q2 | $5.77M | Buy |
63,929
+41,657
| +187% | +$3.76M | 1.55% | 12 |
|
|
2024
Q1 | $1.99M | Buy |
22,272
+5,072
| +29% | +$454K | 0.56% | 43 |
|
|
2023
Q4 | $1.4M | Buy |
17,200
+272
| +2% | +$22.2K | 0.43% | 47 |
|
|
2023
Q3 | $1.24M | Buy |
16,928
+2,559
| +18% | +$187K | 0.42% | 48 |
|
|
2023
Q2 | $1.08M | Buy |
14,369
+1,889
| +15% | +$142K | 0.36% | 51 |
|
|
2023
Q1 | $885K | Buy |
12,480
+804
| +7% | +$57K | 0.32% | 53 |
|
|
2022
Q4 | $794K | Buy |
11,676
+2,923
| +33% | +$199K | 0.31% | 56 |
|
|
2022
Q3 | $546K | Buy |
8,753
+3,732
| +74% | +$233K | 0.24% | 61 |
|
|
2022
Q2 | $327K | Buy |
5,021
+1,850
| +58% | +$120K | 0.13% | 93 |
|
|
2022
Q1 | $245K | Buy |
3,171
+443
| +16% | +$34.2K | 0.08% | 115 |
|
|
2021
Q4 | $219K | Buy |
+2,728
| New | +$219K | 0.07% | 124 |
|