Summit Wealth Partners’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 | $5.14M | Sell |
51,022
-45,674
| -47% | -$4.6M | 0.98% | 26 |
|
|
2025
Q1 | $8.93M | Buy |
96,696
+2,685
| +3% | +$248K | 1.81% | 17 |
|
|
2024
Q4 | $9.11M | Buy |
94,011
+20,270
| +27% | +$1.96M | 1.87% | 15 |
|
|
2024
Q3 | $7.02M | Buy |
73,741
+19,329
| +36% | +$1.84M | 1.35% | 21 |
|
|
2024
Q2 | $4.91M | Buy |
54,412
+42,023
| +339% | +$3.79M | 1.02% | 23 |
|
|
2024
Q1 | $1.11M | Buy |
+12,389
| New | +$1.11M | 0.24% | 72 |
|