TWM
Tanager Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3M | Sell |
201,366
-31,434
| -14% | -$3.17M | 2.39% | 11 |
|
|
2025
Q1 | $21.5M | Sell |
232,800
-183,448
| -44% | -$16.9M | 2.8% | 11 |
|
|
2024
Q4 | $40.3M | Buy |
416,248
+180,271
| +76% | +$17.5M | 5.24% | 6 |
|
|
2024
Q3 | $22.5M | Buy |
235,977
+22,220
| +10% | +$2.11M | 3.02% | 10 |
|
|
2024
Q2 | $19.3M | Buy |
213,757
+44,391
| +26% | +$4M | 2.87% | 11 |
|
|
2024
Q1 | $15.2M | Buy |
169,366
+56,220
| +50% | +$5.03M | 2.45% | 14 |
|
|
2023
Q4 | $9.23M | Buy |
+113,146
| New | +$9.23M | 1.68% | 18 |
|