SHWM
Silicon Hills Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $23.7M | Buy |
315,199
+48,662
| +18% | +$3.66M | 13.37% | 2 |
|
|
2023
Q1 | $18.9M | Buy |
266,537
+16,034
| +6% | +$1.14M | 11.33% | 2 |
|
|
2022
Q4 | $17M | Sell |
250,503
-13,268
| -5% | -$902K | 12.66% | 1 |
|
|
2022
Q3 | $16.4M | Sell |
263,771
-7,229
| -3% | -$451K | 13.06% | 1 |
|
|
2022
Q2 | $17.6M | Buy |
271,000
+145,383
| +116% | +$9.46M | 12.9% | 1 |
|
|
2022
Q1 | $9.69M | Buy |
125,617
+46,296
| +58% | +$3.57M | 6.18% | 2 |
|
|
2021
Q4 | $6.36M | Buy |
79,321
+61,313
| +340% | +$4.91M | 3.94% | 4 |
|
|
2021
Q3 | $1.33M | Buy |
+18,008
| New | +$1.33M | 0.91% | 28 |
|