United Capital Financial Advisors’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 | $1.2M | Sell |
11,867
-90
| -0.8% | -$9.07K | 0.01% | 540 |
|
|
2025
Q1 | $1.1M | Sell |
11,957
-2,070
| -15% | -$191K | 0.01% | 539 |
|
|
2024
Q4 | $1.36M | Sell |
14,027
-279
| -2% | -$27K | 0.01% | 491 |
|
|
2024
Q3 | $1.36M | Hold |
14,306
| – | – | 0.01% | 476 |
|
|
2024
Q2 | $1.29M | Hold |
14,306
| – | – | 0.01% | 474 |
|
|
2024
Q1 | $1.28M | Hold |
14,306
| – | – | 0.01% | 509 |
|
|
2023
Q4 | $1.17M | Buy |
14,306
+406
| +3% | +$33.1K | 0.01% | 516 |
|
|
2023
Q3 | $1.02M | Sell |
13,900
-462
| -3% | -$33.8K | 0.01% | 510 |
|
|
2023
Q2 | $1.08M | Hold |
14,362
| – | – | 0.01% | 538 |
|
|
2023
Q1 | $1.02M | Hold |
14,362
| – | – | 0.01% | 568 |
|
|
2022
Q4 | $977K | Buy |
+14,362
| New | +$977K | 0.01% | 614 |
|