SWM
SFG 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 | – | Sell |
-56,484
| Closed | -$5.22M | – | 85 |
|
|
2025
Q1 | $5.22M | Sell |
56,484
-10,568
| -16% | -$976K | 2.55% | 7 |
|
|
2024
Q4 | $6.5M | Sell |
67,052
-4,091
| -6% | -$397K | 3.41% | 7 |
|
|
2024
Q3 | $6.77M | Sell |
71,143
-43
| -0.1% | -$4.09K | 3.59% | 7 |
|
|
2024
Q2 | $6.42M | Buy |
71,186
+2,013
| +3% | +$182K | 3.66% | 7 |
|
|
2024
Q1 | $6.19M | Sell |
69,173
-4,097
| -6% | -$367K | 3.68% | 6 |
|
|
2023
Q4 | $5.98M | Buy |
73,270
+28,669
| +64% | +$2.34M | 3.98% | 6 |
|
|
2023
Q3 | $3.27M | Buy |
+44,601
| New | +$3.27M | 2.6% | 7 |
|