WESPAC Advisors SoCal’s Avantis US Equity ETF AVUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $391K | Sell |
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|
2025
Q3 | $391K | Buy |
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|
2025
Q2 | $347K | Sell |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $492K | Sell |
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|
2024
Q3 | $630K | Sell |
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|
2024
Q2 | $634K | Sell |
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|
2024
Q1 | $699K | Buy |
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|
2023
Q4 | $615K | Buy |
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|
2023
Q3 | $506K | Buy |
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|
2023
Q2 | $514K | Sell |
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|
2023
Q1 | $1.64M | Buy |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $398K | Buy |
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|
2022
Q1 | $346K | Buy |
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