SWM
Seed Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Sell |
35,925
-8,270
| -19% | -$834K | 2.7% | 7 |
|
|
2025
Q1 | $4.08M | Buy |
44,195
+2,400
| +6% | +$222K | 3.32% | 5 |
|
|
2024
Q4 | $4.05M | Buy |
41,795
+1,335
| +3% | +$129K | 3.27% | 6 |
|
|
2024
Q3 | $3.85M | Sell |
40,460
-2,760
| -6% | -$263K | 3.08% | 5 |
|
|
2024
Q2 | $3.9M | Buy |
43,220
+690
| +2% | +$62.2K | 3.4% | 5 |
|
|
2024
Q1 | $3.8M | Buy |
42,530
+360
| +0.9% | +$32.1K | 3.63% | 4 |
|
|
2023
Q4 | $3.42M | Sell |
42,170
-200
| -0.5% | -$16.2K | 3.45% | 4 |
|
|
2023
Q3 | $3.1M | Buy |
42,370
+1,200
| +3% | +$87.9K | 3.49% | 4 |
|
|
2023
Q2 | $3.1M | Hold |
41,170
| – | – | 3.28% | 6 |
|
|
2023
Q1 | $2.92M | Buy |
41,170
+2,360
| +6% | +$167K | 3.31% | 7 |
|
|
2022
Q4 | $2.64M | Buy |
+38,810
| New | +$2.64M | 3.02% | 8 |
|