WealthSource Partners’s Avantis US Equity ETF AVUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $1.71M | Sell |
21,029
-484
| -2% | -$39.5K | 0.11% | 144 |
|
2023
Q3 | $1.58M | Sell |
21,513
-1,563
| -7% | -$115K | 0.11% | 149 |
|
2023
Q2 | $1.74M | Sell |
23,076
-212
| -0.9% | -$15.9K | 0.11% | 139 |
|
2023
Q1 | $1.65M | Sell |
23,288
-8
| -0% | -$567 | 0.11% | 144 |
|
2022
Q4 | $1.58M | Sell |
23,296
-10,406
| -31% | -$708K | 0.11% | 141 |
|
2022
Q3 | $2.1M | Buy |
33,702
+22,379
| +198% | +$1.4M | 0.16% | 108 |
|
2022
Q2 | $736K | Buy |
11,323
+5,502
| +95% | +$358K | 0.05% | 239 |
|
2022
Q1 | $449K | Buy |
+5,821
| New | +$449K | 0.03% | 365 |
|