Vawter Financial’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 | $598K | Sell |
9,725
-6,012
| -38% | -$370K | 6.75% | 4 |
|
|
2025
Q1 | $913K | Buy |
15,737
+1,294
| +9% | +$75.1K | 0.51% | 38 |
|
|
2024
Q4 | $840K | Buy |
14,443
+1,281
| +10% | +$74.5K | 0.5% | 37 |
|
|
2024
Q3 | $787K | Buy |
13,162
+851
| +7% | +$50.9K | 0.48% | 38 |
|
|
2024
Q2 | $694K | Buy |
12,311
+195
| +2% | +$11K | 0.48% | 40 |
|
|
2024
Q1 | $689K | Buy |
12,116
+7,756
| +178% | +$441K | 0.5% | 36 |
|
|
2023
Q4 | $236K | Buy |
+4,360
| New | +$236K | 0.18% | 71 |
|