TWD
True Wealth Design’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Buy |
45,514
+21,553
| +90% | +$2.17M | 1.62% | 12 |
|
|
2025
Q1 | $2.21M | Buy |
23,961
+3,635
| +18% | +$336K | 0.84% | 11 |
|
|
2024
Q4 | $1.97M | Sell |
20,326
-605
| -3% | -$58.6K | 0.76% | 13 |
|
|
2024
Q3 | $1.99M | Sell |
20,931
-44,693
| -68% | -$4.25M | 0.78% | 13 |
|
|
2024
Q2 | $5.92M | Sell |
65,624
-1,244
| -2% | -$112K | 1.46% | 11 |
|
|
2024
Q1 | $5.98M | Sell |
66,868
-3,527
| -5% | -$316K | 1.49% | 11 |
|
|
2023
Q4 | $5.74M | Sell |
70,395
-436
| -0.6% | -$35.6K | 1.62% | 11 |
|
|
2023
Q3 | $5.19M | Buy |
70,831
+985
| +1% | +$72.2K | 1.74% | 11 |
|
|
2023
Q2 | $5.25M | Sell |
69,846
-1,465
| -2% | -$110K | 1.92% | 10 |
|
|
2023
Q1 | $5.05M | Buy |
71,311
+3,277
| +5% | +$232K | 2.12% | 9 |
|
|
2022
Q4 | $4.63M | Buy |
+68,034
| New | +$4.63M | 2.14% | 9 |
|