VIA
AVUS icon

Vickerman Investment Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Vickerman Investment Advisors’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,193
Closed -$238K – 90
2025
Q3 		$238K Sell
2,193
-459
-17% -$48.2K 0.05% 80
2025
Q2 		$267K Sell
2,652
-246
-8% -$23K 0.06% 73
2025
Q1 		$268K Hold
2,898
– – 0.06% 75
2024
Q4 		$281K Hold
2,898
– – 0.08% 61
2024
Q3 		$276K Sell
2,898
-543
-16% -$49.9K 0.08% 62
2024
Q2 		$310K Hold
3,441
– – 0.1% 58
2024
Q1 		$308K Hold
3,441
– – 0.1% 58
2023
Q4 		$281K Buy
+3,441
New +$260K 0.1% 59

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HWM
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ORL
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AAS
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LPL Financial
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return