Sunbelt Securities’s Avantis Moderate Allocation ETF AVMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.7K | Hold |
1,371
| – | – | 0.01% | 824 |
|
|
2025
Q1 | $79.5K | Hold |
1,371
| – | – | 0.01% | 786 |
|
|
2024
Q4 | $79.9K | Sell |
1,371
-408
| -23% | -$23.8K | 0.01% | 825 |
|
|
2024
Q3 | $106K | Hold |
1,779
| – | – | 0.01% | 745 |
|
|
2024
Q2 | $100K | Buy |
1,779
+439
| +33% | +$24.8K | 0.01% | 728 |
|
|
2024
Q1 | $76.2K | Hold |
1,340
| – | – | 0.01% | 779 |
|
|
2023
Q4 | $72.4K | Buy |
1,340
+15
| +1% | +$811 | 0.01% | 742 |
|
|
2023
Q3 | $66.2K | Buy |
+1,325
| New | +$66.2K | 0.01% | 747 |
|