Silicon Hills Wealth Management’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
2023
Q2
$23.7M Buy
315,199
+48,662
+18% +$3.48M 13.37% 2
2023
Q1
$18.9M Buy
266,537
+16,034
+6% +$1.13M 11.33% 2
2022
Q4
$17M Sell
250,503
-13,268
-5% -$907K 12.66% 1
2022
Q3
$16.4M Sell
263,771
-7,229
-3% -$496K 13.06% 1
2022
Q2
$17.6M Buy
271,000
+145,383
+116% +$10.3M 12.9% 1
2022
Q1
$9.69M Buy
125,617
+46,296
+58% +$3.53M 6.18% 2
2021
Q4
$6.36M Buy
79,321
+61,313
+340% +$4.8M 3.94% 4
2021
Q3
$1.33M Buy
+18,008
New +$1.36M 0.91% 28

Other funds holding AVUS

Silicon Hills Wealth Management's AVUS Position: Q2 2023 in Review

Silicon Hills Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 18% in Q2 2023, buying an estimated $3.48M and bringing the position to 315,199 shares worth $23.7M. The position accounts for 13.37% of the portfolio, ranked #2.

Silicon Hills Wealth Management first reported a position in AVUS in Q3 2021 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold AVUS as of Q2 2023.

  • Silicon Hills Wealth Management held 315,199 shares of Avantis US Equity ETF worth $23.7M as of Q2 2023.
  • Silicon Hills Wealth Management bought 48,662 Avantis US Equity ETF shares in Q2 2023, an estimated $3.48M.
  • Avantis US Equity ETF made up 13.37% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #2 holding.
  • Silicon Hills Wealth Management first reported a position in Avantis US Equity ETF in Q3 2021 and has held it in 8 quarters since.
  • 268 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.