Schwarz Dygos Wheeler Investment 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 | $4.84M | Sell |
|
|||||
|
2025
Q1 | $4.51M | Sell |
|
|||||
|
2024
Q4 | $5M | Sell |
|
|||||
|
2024
Q3 | $5.08M | Sell |
|
|||||
|
2024
Q2 | $5.77M | Buy |
|
|||||
|
2024
Q1 | $1.99M | Buy |
|
|||||
|
2023
Q4 | $1.4M | Buy |
|
|||||
|
2023
Q3 | $1.24M | Buy |
|
|||||
|
2023
Q2 | $1.08M | Buy |
|
|||||
|
2023
Q1 | $885K | Buy |
|
|||||
|
2022
Q4 | $794K | Buy |
|
|||||
|
2022
Q3 | $546K | Buy |
|
|||||
|
2022
Q2 | $327K | Buy |
|
|||||
|
2022
Q1 | $245K | Buy |
|
|||||
|
2021
Q4 | $219K | Buy |
|