Simplicity Wealth’s Avantis US Equity ETF AVUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137M | Buy |
1,359,030
+717,634
| +112% | +$72.4M | 5.7% | 1 |
|
|
2025
Q1 | $59.3M | Buy |
+641,396
| New | +$59.3M | 4.61% | 1 |
|
|
2024
Q4 | – | Sell |
-629,361
| Closed | -$59.9M | – | 339 |
|
|
2024
Q3 | $59.9M | Buy |
629,361
+562,213
| +837% | +$53.5M | 5.55% | 1 |
|
|
2024
Q2 | $6.06M | Buy |
67,148
+60,964
| +986% | +$5.5M | 0.14% | 153 |
|
|
2024
Q1 | $553K | Buy |
+6,184
| New | +$553K | 0.01% | 694 |
|