Wealth Management Partners’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 | $1.45M | Buy |
14,260
+1,996
| +16% | +$203K | 0.51% | 44 |
|
|
2025
Q1 | $1.13M | Sell |
12,264
-3,204
| -21% | -$296K | 0.52% | 42 |
|
|
2024
Q4 | $1.5M | Buy |
15,468
+166
| +1% | +$16.1K | 0.65% | 34 |
|
|
2024
Q3 | $1.46M | Buy |
15,302
+260
| +2% | +$24.7K | 0.68% | 32 |
|
|
2024
Q2 | $1.36M | Sell |
15,042
-32
| -0.2% | -$2.89K | 0.66% | 34 |
|
|
2024
Q1 | $1.35M | Buy |
15,074
+1,139
| +8% | +$102K | 0.69% | 33 |
|
|
2023
Q4 | $1.14M | Sell |
13,935
-595
| -4% | -$48.5K | 0.63% | 35 |
|
|
2023
Q3 | $1.06M | Buy |
14,530
+1,219
| +9% | +$89.3K | 0.66% | 32 |
|
|
2023
Q2 | $1M | Buy |
13,311
+200
| +2% | +$15K | 0.63% | 34 |
|
|
2023
Q1 | $929K | Buy |
13,111
+111
| +0.9% | +$7.87K | 0.65% | 35 |
|
|
2022
Q4 | $892K | Sell |
13,000
-2,000
| -13% | -$137K | 0.74% | 33 |
|
|
2022
Q3 | $934K | Hold |
15,000
| – | – | 0.82% | 29 |
|
|
2022
Q2 | $989K | Buy |
+15,000
| New | +$989K | 0.86% | 29 |
|